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
$559M
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.89M
3
+$1.11M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$1.1M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.03M

Top Sells

1
+$48.6M
2
+$27.3M
3
+$19.2M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$14.1M
5
SPMD icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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264
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