GWA
Genesis Wealth Advisors Portfolio holdings
AUM
$133M
This Quarter Return
-0.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$2.74M
(+2.3%)
Cap. Flow
+$3.96M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
53.11%
Holding
545
New
72
Increased
96
Reduced
81
Closed
24
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 2.77% |
| 2 | Financials | 1.57% |
| 3 | Energy | 1.37% |
| 4 | Communication Services | 1.12% |
| 5 | Consumer Staples | 1.1% |
