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
$445M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.18M
3
+$3.85M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.83M
5
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$3.58M

Top Sells

1
+$1.34M
2
+$1.3M
3
+$1.3M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$871K
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$775K

Sector Composition

1 Technology 4.43%
2 Financials 1.81%
3 Consumer Discretionary 1.78%
4 Industrials 1.62%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.08%
2,391
+56
227
$365K 0.08%
2,988
+214
228
$361K 0.08%
1,354
+250
229
$360K 0.08%
5,945
+957
230
$360K 0.08%
12,883
+400
231
$352K 0.08%
3,220
+750
232
$350K 0.08%
1,288
+205
233
$350K 0.08%
993
+75
234
$345K 0.08%
12,641
+4,580
235
$340K 0.08%
9,385
-1,593
236
$335K 0.08%
2,111
+22
237
$327K 0.07%
1,650
+125
238
$326K 0.07%
4,635
+86
239
$324K 0.07%
+14,422
240
$319K 0.07%
+8,738
241
$317K 0.07%
3,529
-294
242
$317K 0.07%
7,523
-143
243
$316K 0.07%
2,000
244
$313K 0.07%
2,422
-273
245
$310K 0.07%
2,853
+14
246
$309K 0.07%
2,979
-6,379
247
$307K 0.07%
5,441
+395
248
$307K 0.07%
10,894
+1,009
249
$305K 0.07%
3,092
+142
250
$301K 0.07%
4,114
+1
8 9
10
11 12