GG
GenWealth Group Portfolio holdings
AUM
$496M
1-Year Est. Return
19.19%
1 Year Est. Return
+19.19%
AUM
$496M
AUM Growth
+$42.3M
(+9.3%)
Holding
77
Top Buys
| 1 | +$26.7M | |
| 2 | +$25.5M | |
| 3 | +$22.3M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$21.2M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$20.9M |
Top Sells
| 1 | +$58.9M | |
| 2 | +$43.1M | |
| 3 | +$6.88M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$2.93M |
| 5 |
Columbia Multi-Sector Municipal Income ETF
MUST
|
+$577K |
Sector Composition
| 1 | Technology | 0.62% |
| 2 | Communication Services | 0.42% |
| 3 | Financials | 0.4% |
| 4 | Healthcare | 0.23% |
| 5 | Consumer Discretionary | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Columbia Multi-Sector Municipal Income ETF
MUST
$486M
| – | – |
-28,639
|
|
||
77
iShares 20+ Year Treasury Bond ETF
TLT
$48.8B
| – | – |
-646,612
|
|