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
301
$22.7K 0.02%
+371
302
$22.2K 0.02%
+852
303
$21.8K 0.02%
+750
304
$21.7K 0.02%
+145
305
$21.4K 0.02%
+200
306
$21.2K 0.02%
+2,565
307
$20.9K 0.02%
+480
308
$20.5K 0.02%
+600
309
$20.3K 0.02%
+600
310
$19.5K 0.02%
+2,108
311
$19.2K 0.02%
+400
312
$19K 0.02%
+392
313
$18.9K 0.02%
+400
314
$18.8K 0.01%
+324
315
$18.2K 0.01%
+526
316
$18.1K 0.01%
+1,474
317
$17.7K 0.01%
+650
318
$17.2K 0.01%
+66
319
$17.1K 0.01%
+200
320
$16.8K 0.01%
+215
321
$16.8K 0.01%
+484
322
$16.7K 0.01%
+367
323
$16.6K 0.01%
+300
324
$16.4K 0.01%
+400
325
$16.3K 0.01%
+400