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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
176
$400K 0.14%
556
177
$393K 0.13%
24,216
+2,322
178
$386K 0.13%
2,757
179
$381K 0.13%
3,022
+66
180
$362K 0.12%
15,654
+430
181
$361K 0.12%
2,171
+702
182
$359K 0.12%
586
+71
183
$358K 0.12%
4,876
184
$356K 0.12%
14,520
185
$354K 0.12%
+12,308
186
$344K 0.12%
2,413
+2
187
$339K 0.11%
1,094
-57
188
$336K 0.11%
1,994
+80
189
$335K 0.11%
406
190
$326K 0.11%
2,720
+1,490
191
$324K 0.11%
3,004
-29
192
$322K 0.11%
3,171
+2,344
193
$321K 0.11%
+1,708
194
$319K 0.11%
770
+206
195
$311K 0.11%
1,634
-66
196
$310K 0.1%
3,882
+24
197
$310K 0.1%
2,386
198
$308K 0.1%
4,145
+1,952
199
$305K 0.1%
3,201
+103
200
$303K 0.1%
6,150
+2,085
6 7
8
9 10