GWP

Gen-Wealth Partners Portfolio holdings

AUM $259M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.33%
2 Technology 9.08%
3 Financials 8.41%
4 Consumer Staples 8.19%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$206K 0.1%
+1,435
202
$197K 0.1%
+253
203
$196K 0.1%
+17,859
204
$194K 0.1%
+8,549
205
$193K 0.1%
+1,182
206
$191K 0.09%
+659
207
$190K 0.09%
+6,877
208
$190K 0.09%
+779
209
$190K 0.09%
+607
210
$187K 0.09%
+4,429
211
$185K 0.09%
+2,712
212
$184K 0.09%
+530
213
$183K 0.09%
+3,205
214
$183K 0.09%
+3,200
215
$182K 0.09%
+4,125
216
$181K 0.09%
+2,083
217
$179K 0.09%
+520
218
$178K 0.09%
+1,052
219
$178K 0.09%
+3,282
220
$178K 0.09%
+1,840
221
$177K 0.09%
+2,420
222
$177K 0.09%
+2,630
223
$176K 0.09%
+1,321
224
$176K 0.09%
+2,486
225
$175K 0.09%
+434