GWA

Genesis Wealth Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.63%
2 Energy 2.37%
3 Financials 1.99%
4 Communication Services 1.25%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$27.7K 0.02%
+1,129
277
$27.6K 0.02%
+4,025
278
$27.2K 0.02%
+458
279
$27.2K 0.02%
+295
280
$27.1K 0.02%
+334
281
$26.1K 0.02%
+548
282
$25.7K 0.02%
+1,000
283
$25.6K 0.02%
+300
284
$25.4K 0.02%
+880
285
$25.2K 0.02%
+306
286
$25.2K 0.02%
+469
287
$25.1K 0.02%
+393
288
$25.1K 0.02%
+400
289
$24.8K 0.02%
+240
290
$24.6K 0.02%
+360
291
$24.1K 0.02%
+206
292
$23.8K 0.02%
+518
293
$23.5K 0.02%
+215
294
$23.3K 0.02%
+1,000
295
$23.3K 0.02%
+141
296
$23.1K 0.02%
+860
297
$22.9K 0.02%
+1,564
298
$22.7K 0.02%
+371
299
$22.2K 0.02%
+852
300
$21.8K 0.02%
+750