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
276
$247K 0.06%
2,368
+587
277
$244K 0.05%
1,517
-126
278
$243K 0.05%
+5,109
279
$242K 0.05%
2,401
-982
280
$238K 0.05%
3,020
-388
281
$238K 0.05%
353
282
$233K 0.05%
+4,956
283
$231K 0.05%
+2,500
284
$229K 0.05%
6,106
-767
285
$228K 0.05%
6,662
+792
286
$224K 0.05%
10,262
287
$224K 0.05%
7,527
+1
288
$223K 0.05%
+1,114
289
$222K 0.05%
2,464
-226
290
$221K 0.05%
8,912
-1,622
291
$220K 0.05%
+6,770
292
$218K 0.05%
+5,207
293
$214K 0.05%
923
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294
$213K 0.05%
10,778
+461
295
$211K 0.05%
10,000
296
$210K 0.05%
+1,252
297
$209K 0.05%
1,043
+16
298
$208K 0.05%
+1,588
299
$207K 0.05%
+876
300
$206K 0.05%
884
10 11
12
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