GWA
Genesis Wealth Advisors Portfolio holdings
AUM
$133M
This Quarter Return
+1.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.16%
Holding
505
New
503
Increased
–
Reduced
–
Closed
–
Top Buys
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% |