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GWP

Gen-Wealth Partners Portfolio holdings

AUM $317M
1-Year Est. Return 17.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.17M
3
+$1.88M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.22M

Top Sells

1
+$2.37M
2
+$1.93M
3
+$1.49M
4
FISV
Fiserv Inc
FISV
+$914K
5
FICO icon
Fair Isaac
FICO
+$880K

Sector Composition

1 Technology 9.27%
2 Industrials 7.86%
3 Healthcare 7.75%
4 Financials 7.35%
5 Consumer Staples 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$930K 0.31%
1,917
-245
77
$930K 0.31%
9,958
78
$911K 0.31%
5,408
-493
79
$904K 0.31%
1,324
-192
80
$904K 0.31%
9,506
+2,125
81
$903K 0.31%
3,663
+535
82
$902K 0.3%
1,513
83
$895K 0.3%
16,807
+871
84
$891K 0.3%
28,365
+339
85
$889K 0.3%
16,019
+2,768
86
$864K 0.29%
704
-65
87
$832K 0.28%
16,961
-4,216
88
$830K 0.28%
1,246
+152
89
$816K 0.28%
+18,153
90
$811K 0.27%
2,961
-177
91
$811K 0.27%
6,395
-197
92
$805K 0.27%
5,404
-255
93
$796K 0.27%
4,063
-12,941
94
$778K 0.26%
15,180
+1,239
95
$773K 0.26%
+8,206
96
$771K 0.26%
2,957
-220
97
$762K 0.26%
+3,642
98
$762K 0.26%
5,688
-319
99
$754K 0.25%
1
100
$743K 0.25%
6,593
-485
2 3
4
5 6