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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
$537M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.56M
3
+$2.34M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$2.08M
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$1.28M

Top Sells

1
+$1.8M
2
+$1.62M
3
+$1.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$859K
5
SSO icon
ProShares Ultra S&P500
SSO
+$612K

Sector Composition

1 Technology 0.7%
2 Financials 0.4%
3 Communication Services 0.4%
4 Healthcare 0.24%
5 Consumer Discretionary 0.12%

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