GWP

Gateway Wealth Partners Portfolio holdings

AUM $741M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.93M
3
+$2.51M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.45M
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$2.21M

Top Sells

1
+$2.96M
2
+$2.01M
3
+$1.75M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$992K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$985K

Sector Composition

1 Technology 5.25%
2 Healthcare 2.43%
3 Industrials 1.73%
4 Consumer Discretionary 0.87%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
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