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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
126
$552K 0.19%
4,941
-287
127
$551K 0.19%
13,013
+110
128
$550K 0.19%
4,191
-594
129
$537K 0.18%
28,750
130
$535K 0.18%
4,834
-602
131
$534K 0.18%
7,076
-564
132
$529K 0.18%
7,433
-574
133
$527K 0.18%
6,506
-1,663
134
$526K 0.18%
+9,199
135
$526K 0.18%
8,647
-609
136
$523K 0.18%
22,604
-2,941
137
$521K 0.18%
2,855
-2,301
138
$520K 0.18%
5,174
-233
139
$518K 0.17%
7,051
-512
140
$514K 0.17%
5,128
+4,827
141
$513K 0.17%
+2,379
142
$512K 0.17%
6,224
-136
143
$512K 0.17%
3,260
-255
144
$508K 0.17%
1,800
-99
145
$507K 0.17%
1,859
-76
146
$502K 0.17%
7,426
+4,444
147
$499K 0.17%
1,902
-8
148
$497K 0.17%
4,056
-433
149
$494K 0.17%
3,561
-512
150
$494K 0.17%
2,405
-174
4 5
6
7 8