GG
GenWealth Group Portfolio holdings
AUM
$496M
This Quarter Return
+5.21%
1 Year Return
+19.19%
3 Year Return
+58.39%
5 Year Return
+82.65%
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+19%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
8.52%
Top 10 Holdings %
Top 10 Hldgs %
65.04%
Holding
60
New
7
Increased
31
Reduced
13
Closed
1
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.29M |
| 2 |
iShares Gold Trust
IAU
|
$1.79M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.46M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.18M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$903K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$678K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$307K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$237K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$168K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$157K |
Sector Composition
| 1 | Communication Services | 0.56% |
| 2 | Healthcare | 0.47% |
| 3 | Financials | 0.39% |
| 4 | Technology | 0.26% |
| 5 | Industrials | 0.22% |
