GWA

Genesis Wealth Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
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
$27.9K 0.02%
+498
277
$27.7K 0.02%
+371
278
$27.7K 0.02%
+1,009
279
$27.7K 0.02%
+1,129
280
$27.6K 0.02%
+4,025
281
$27.2K 0.02%
+458
282
$27.2K 0.02%
+295
283
$27.1K 0.02%
+334
284
$26.1K 0.02%
+548
285
$25.7K 0.02%
+1,000
286
$25.6K 0.02%
+300
287
$25.4K 0.02%
+880
288
$25.2K 0.02%
+306
289
$25.2K 0.02%
+469
290
$25.1K 0.02%
+393
291
$25.1K 0.02%
+400
292
$24.8K 0.02%
+240
293
$24.6K 0.02%
+360
294
$24.1K 0.02%
+206
295
$23.8K 0.02%
+518
296
$23.5K 0.02%
+215
297
$23.3K 0.02%
+1,000
298
$23.3K 0.02%
+141
299
$23.1K 0.02%
+860
300
$22.9K 0.02%
+1,564