GG
GenWealth Group Portfolio holdings
AUM
$496M
This Quarter Return
+4.16%
1 Year Return
+19.19%
3 Year Return
+58.39%
5 Year Return
+82.65%
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(+6.2%)
Cap. Flow
+$5.13M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
65.3%
Holding
68
New
7
Increased
25
Reduced
17
Closed
2
Top Buys
Top Sells
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$14.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13M |
| 3 |
iShares Gold Trust
IAU
|
$1.22M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.18M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
$977K |
Sector Composition
| 1 | Communication Services | 0.65% |
| 2 | Healthcare | 0.4% |
| 3 | Consumer Staples | 0.27% |
| 4 | Technology | 0.27% |
| 5 | Financials | 0.25% |
