GG
GenWealth Group Portfolio holdings
AUM
$496M
This Quarter Return
+9.59%
1 Year Return
+19.19%
3 Year Return
+58.39%
5 Year Return
+82.65%
10 Year Return
–
AUM
$302M
AUM Growth
+$302M
(+9.1%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
5.03%
Top 10 Holdings %
Top 10 Hldgs %
61.28%
Holding
71
New
4
Increased
17
Reduced
31
Closed
1
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$7.3M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$3.04M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.08M |
| 4 |
Vanguard Growth ETF
VUG
|
$2.03M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.42M |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.76M |
| 2 |
Invesco QQQ Trust
QQQ
|
$776K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$577K |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$557K |
| 5 |
iShares S&P 100 ETF
OEF
|
$474K |
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Communication Services | 0.39% |
| 3 | Consumer Discretionary | 0.33% |
| 4 | Consumer Staples | 0.3% |
| 5 | Healthcare | 0.28% |
