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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
151
$490K 0.17%
3,973
+641
152
$489K 0.17%
4,828
-360
153
$487K 0.16%
2,145
-235
154
$478K 0.16%
5,097
+359
155
$475K 0.16%
11,607
+1,707
156
$472K 0.16%
1,762
-80
157
$471K 0.16%
6,336
-973
158
$471K 0.16%
17,376
+3,349
159
$468K 0.16%
3,455
-493
160
$467K 0.16%
2,800
-151
161
$465K 0.16%
4,527
-56
162
$463K 0.16%
4,403
+127
163
$461K 0.16%
+1,448
164
$460K 0.16%
3,699
-239
165
$448K 0.15%
4,350
+1,328
166
$446K 0.15%
2,667
+101
167
$445K 0.15%
915
-75
168
$440K 0.15%
1,246
+331
169
$427K 0.14%
5,051
+2,560
170
$423K 0.14%
952
+893
171
$419K 0.14%
4,675
+83
172
$418K 0.14%
8,763
+8,663
173
$417K 0.14%
14,774
+12,040
174
$414K 0.14%
4,005
+7
175
$412K 0.14%
16,635
-851
5 6
7
8 9