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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
101
$737K 0.25%
3,047
102
$728K 0.25%
954
+700
103
$725K 0.24%
1,526
-182
104
$702K 0.24%
2,058
-415
105
$677K 0.23%
710
-38
106
$666K 0.23%
8,335
-7,742
107
$642K 0.22%
9,830
108
$632K 0.21%
+6,510
109
$613K 0.21%
1,230
-104
110
$596K 0.2%
2,410
111
$594K 0.2%
+8,918
112
$593K 0.2%
2,361
+238
113
$589K 0.2%
1,594
-25
114
$589K 0.2%
4,449
-941
115
$586K 0.2%
8,075
+124
116
$583K 0.2%
7,628
+3,173
117
$582K 0.2%
9,750
-1,345
118
$581K 0.2%
3,106
-1,625
119
$573K 0.19%
2,253
120
$568K 0.19%
3,902
+1,063
121
$567K 0.19%
3,586
-252
122
$561K 0.19%
17,758
+16,998
123
$558K 0.19%
3,267
-220
124
$557K 0.19%
5,850
-515
125
$556K 0.19%
5,121
-1,334
3 4
5
6 7