GWA

Genesis Wealth Advisors Portfolio holdings

AUM $133M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.38%
2 Technology 1.8%
3 Communication Services 1.15%
4 Industrials 0.69%
5 Consumer Discretionary 0.4%