GWP
Gateway Wealth Partners Portfolio holdings
AUM
$527M
This Quarter Return
-3.39%
1 Year Return
+13.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$555M
AUM Growth
+$555M
(-0.84%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
273
New
34
Increased
142
Reduced
75
Closed
16
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.66M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.18M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.59M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$982K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$923K |
Top Sells
Sector Composition
| 1 | Technology | 2.53% |
| 2 | Industrials | 2.04% |
| 3 | Consumer Discretionary | 1.19% |
| 4 | Financials | 1.04% |
| 5 | Healthcare | 0.95% |
