GG

GenWealth Group Portfolio holdings

AUM $537M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.8M
3
+$10.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.4M
5
IAU icon
iShares Gold Trust
IAU
+$939K

Top Sells

1
+$32.4M
2
+$352K
3
+$214K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$213K
5
INTC icon
Intel
INTC
+$202K

Sector Composition

1 Communication Services 0.59%
2 Healthcare 0.44%
3 Technology 0.27%
4 Financials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.68%
20,358
-686
27
$1.07M 0.53%
116,736
+20,412
28
$1.01M 0.5%
11,970
-1,058
29
$742K 0.36%
9,535
30
$622K 0.31%
25,194
+267
31
$601K 0.3%
9,635
-656
32
$551K 0.27%
11,992
+168
33
$530K 0.26%
2,855
34
$511K 0.25%
8,178
-1,287
35
$492K 0.24%
4,758
36
$466K 0.23%
12,124
37
$451K 0.22%
8,939
38
$446K 0.22%
1,796
39
$430K 0.21%
6,885
-443
40
$426K 0.21%
5,019
41
$406K 0.2%
6,431
42
$400K 0.2%
2,882
43
$387K 0.19%
7,639
+699
44
$383K 0.19%
9,815
-230
45
$357K 0.18%
10,184
+4
46
$356K 0.17%
2,903
+140
47
$345K 0.17%
+11,778
48
$323K 0.16%
9,208
-2,322
49
$309K 0.15%
5,128
50
$301K 0.15%
+17,016
1
2
3