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
251
$299K 0.07%
22,001
+4,877
252
$298K 0.07%
1,197
+1
253
$296K 0.07%
+14,115
254
$295K 0.07%
1,097
255
$292K 0.07%
+5,893
256
$289K 0.06%
3,279
-378
257
$287K 0.06%
3,512
-281
258
$286K 0.06%
12,575
-510
259
$284K 0.06%
5,614
+233
260
$283K 0.06%
4,164
-639
261
$282K 0.06%
+1,921
262
$280K 0.06%
7,834
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263
$273K 0.06%
3,645
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264
$272K 0.06%
5,589
+13
265
$270K 0.06%
5,783
+1,471
266
$265K 0.06%
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267
$262K 0.06%
2,558
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$260K 0.06%
2,855
269
$255K 0.06%
9,894
+1,390
270
$253K 0.06%
2,322
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271
$253K 0.06%
4,909
-184
272
$252K 0.06%
+808
273
$251K 0.06%
471
+21
274
$250K 0.06%
24,879
-339
275
$247K 0.06%
6,470
+33
9 10
11
12 13