GWA
Genesis Wealth Advisors Portfolio holdings
AUM
$133M
This Quarter Return
-1.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.69%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$16.9M |
| 2 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$8.21M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.02M |
| 4 |
Vanguard US Quality Factor ETF
VFQY
|
$6.91M |
| 5 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$6.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.54% |
| 2 | Technology | 2.33% |
| 3 | Communication Services | 0.98% |
| 4 | Financials | 0.45% |
| 5 | Consumer Discretionary | 0.41% |
