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
$123M
AUM Growth
+$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$949K
3
+$709K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$688K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$629K

Top Sells

1
+$792K
2
+$553K
3
+$417K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$366K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$364K

Sector Composition

1 Healthcare 2.77%
2 Financials 1.57%
3 Energy 1.37%
4 Communication Services 1.12%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.56K 0.01%
79
352
$8.5K 0.01%
250
353
$8.46K 0.01%
114
354
$8.46K 0.01%
300
355
$8.23K 0.01%
95
+50
356
$8.2K 0.01%
159
357
$8.12K 0.01%
200
358
$8.04K 0.01%
58
359
$7.99K 0.01%
405
360
$7.66K 0.01%
185
361
$7.48K 0.01%
567
362
$7.42K 0.01%
+111
363
$7.39K 0.01%
325
-100
364
$7.38K 0.01%
+95
365
$7.36K 0.01%
90
366
$7.35K 0.01%
+71
367
$7.29K 0.01%
60
368
$7.27K 0.01%
+18
369
$7.25K 0.01%
+167
370
$7.22K 0.01%
120
371
$7.13K 0.01%
+110
372
$7.06K 0.01%
+38
373
$7.04K 0.01%
100
374
$6.88K 0.01%
+75
375
$6.69K 0.01%
+250
13 14
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