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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
201
$301K 0.1%
464
202
$300K 0.1%
1,606
+259
203
$296K 0.1%
916
-445
204
$295K 0.1%
1,503
205
$295K 0.1%
461
-97
206
$292K 0.1%
4,012
+422
207
$284K 0.1%
+4,002
208
$284K 0.1%
1,038
-43
209
$281K 0.09%
391
+114
210
$277K 0.09%
3,365
-153
211
$277K 0.09%
4,831
-1,967
212
$275K 0.09%
1,900
-87
213
$270K 0.09%
1,403
+203
214
$269K 0.09%
2,434
215
$263K 0.09%
1,859
216
$257K 0.09%
3,145
-944
217
$255K 0.09%
466
+452
218
$249K 0.08%
2,974
+1,489
219
$247K 0.08%
1,416
220
$246K 0.08%
1,628
221
$242K 0.08%
1,811
-5
222
$235K 0.08%
3,536
-143
223
$234K 0.08%
+523
224
$233K 0.08%
794
-80
225
$231K 0.08%
3,157
-300
7 8
9
10 11