GWP

Gateway Wealth Partners Portfolio holdings

AUM $898M
1-Year Est. Return 15.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.88M
3
+$2.84M
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$2.67M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.63M

Top Sells

1
+$4.87M
2
+$3.49M
3
+$1.48M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.47M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.46M

Sector Composition

1 Technology 5.38%
2 Consumer Discretionary 2.07%
3 Financials 1.86%
4 Industrials 1.81%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$303K 0.06%
14,578
+463
277
$301K 0.06%
2,592
+34
278
$300K 0.06%
+4,737
279
$296K 0.06%
4,207
+93
280
$296K 0.06%
6,466
-4
281
$294K 0.06%
+1,507
282
$293K 0.06%
9,835
+2,309
283
$293K 0.06%
1,139
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284
$292K 0.06%
3,546
-99
285
$291K 0.06%
+1,173
286
$289K 0.05%
3,574
+62
287
$289K 0.05%
+1,322
288
$288K 0.05%
+1,273
289
$285K 0.05%
5,016
-573
290
$284K 0.05%
8,021
+1,359
291
$279K 0.05%
2,832
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292
$278K 0.05%
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293
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10,316
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294
$273K 0.05%
+2,316
295
$272K 0.05%
+9,679
296
$270K 0.05%
+9,428
297
$268K 0.05%
1,043
298
$267K 0.05%
+2,246
299
$265K 0.05%
24,446
-433
300
$263K 0.05%
11,733
-842
10 11
12
13 14