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
301
$21.7K 0.02%
+145
302
$21.4K 0.02%
+200
303
$21.2K 0.02%
+2,565
304
$20.9K 0.02%
+480
305
$20.5K 0.02%
+600
306
$20.3K 0.02%
+600
307
$19.5K 0.02%
+2,108
308
$19.2K 0.02%
+400
309
$19K 0.02%
+392
310
$18.9K 0.02%
+400
311
$18.8K 0.01%
+324
312
$18.2K 0.01%
+526
313
$18.1K 0.01%
+1,474
314
$17.7K 0.01%
+650
315
$17.2K 0.01%
+66
316
$17.1K 0.01%
+200
317
$16.8K 0.01%
+215
318
$16.8K 0.01%
+484
319
$16.7K 0.01%
+367
320
$16.6K 0.01%
+300
321
$16.4K 0.01%
+400
322
$16.3K 0.01%
+400
323
$16.3K 0.01%
+1,250
324
$16.2K 0.01%
+1,026
325
$16.1K 0.01%
+655