GWP

Gen-Wealth Partners Portfolio holdings

AUM $312M
1-Year Est. Return 17.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.68M
3
+$1.29M
4
LRCX icon
Lam Research
LRCX
+$802K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$780K

Top Sells

1
+$825K
2
+$793K
3
+$597K
4
T icon
AT&T
T
+$507K
5
CLX icon
Clorox
CLX
+$315K

Sector Composition

1 Technology 9.83%
2 Industrials 9.15%
3 Consumer Staples 8.54%
4 Financials 8.08%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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-443
727
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728
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-1,905
729
– –
0
730
– –
-61
731
– –
-1,280
732
– –
-401
733
– –
-955
734
– –
-66
735
– –
-1,653
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