We are live on
!
Find out more
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Portfolio holdings
AUM
$400M
1-Year Est. Return
14.87%
This Fund
S&P 500
1 Year Est. Return
+14.87%
AUM
$310M
AUM Growth
+$16.6M
(+5.6%)
Holding
105
Top Buys
| 1 | +$34.6M | |
| 2 | +$27.7M | |
| 3 | +$23.5M | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$10.6M |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$8.58M |
Top Sells
| 1 | +$27.2M | |
| 2 | +$21.6M | |
| 3 | +$2.11M | |
| 4 |
Enterprise Products Partners
EPD
|
+$1.65M |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$1.35M |
Sector Composition
| 1 | Financials | 2.88% |
| 2 | Technology | 2.56% |
| 3 | Utilities | 1.95% |
| 4 | Communication Services | 1.44% |
| 5 | Industrials | 1.07% |