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
$167M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$3.43M
3
+$2.66M
4
IAU icon
iShares Gold Trust
IAU
+$1.72M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.29M

Top Sells

1
+$2.1M
2
+$1.38M
3
+$838K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$440K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$361K

Sector Composition

1 Communication Services 0.65%
2 Consumer Discretionary 0.25%
3 Financials 0.24%
4 Healthcare 0.22%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.14%
6,640
-1,825
52
$226K 0.14%
15,069
53
$213K 0.13%
2,599
54
– –
-1,976
1 2
3