GWA
Genesis Wealth Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+7.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+7.9%)
Cap. Flow
+$1.94M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
67.05%
Holding
64
New
3
Increased
19
Reduced
16
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.65M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$588K |
| 3 |
iShares MBS ETF
MBB
|
$562K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$539K |
| 5 |
Vanguard Total Bond Market
BND
|
$522K |
Top Sells
Sector Composition
| 1 | Healthcare | 2.38% |
| 2 | Technology | 1.8% |
| 3 | Communication Services | 1.15% |
| 4 | Industrials | 0.69% |
| 5 | Consumer Discretionary | 0.4% |
