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
351
$12.3K 0.01%
+175
352
$12.2K 0.01%
+450
353
$12.1K 0.01%
+225
354
$12.1K 0.01%
+670
355
$11.9K 0.01%
+425
356
$11.4K 0.01%
+218
357
$11.3K 0.01%
+158
358
$11.3K 0.01%
+644
359
$11.2K 0.01%
+10,000
360
$10.8K 0.01%
+560
361
$10.8K 0.01%
+150
362
$10.8K 0.01%
+760
363
$10.7K 0.01%
+206
364
$10.4K 0.01%
+322
365
$10.3K 0.01%
+1,800
366
$10.3K 0.01%
+400
367
$9.86K 0.01%
+357
368
$9.64K 0.01%
+852
369
$9.52K 0.01%
+445
370
$9.41K 0.01%
+159
371
$9.3K 0.01%
+58
372
$9.21K 0.01%
+280
373
$8.98K 0.01%
+250
374
$8.95K 0.01%
+206
375
$8.94K 0.01%
+79