GWP
Gateway Wealth Partners Portfolio holdings
AUM
$527M
1-Year Return
13.08%
This Quarter Return
+4.09%
1 Year Return
+13.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$559M
AUM Growth
-$90.6M
(-14%)
Cap. Flow
-$119M
Cap. Flow
% of AUM
-21.23%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
264
New
39
Increased
133
Reduced
63
Closed
24
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$48.6M |
| 2 |
Apple
AAPL
|
$27.3M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$19.2M |
| 4 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$14.1M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$12.5M |
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Industrials | 2.05% |
| 3 | Consumer Discretionary | 1.19% |
| 4 | Healthcare | 1.07% |
| 5 | Financials | 1.06% |
