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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$14.3M
3 +$12.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.3M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.71%
2 Consumer Discretionary 0.31%
3 Financials 0.26%
4 Healthcare 0.25%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.14%
+2,599