GWP

Gateway Wealth Partners Portfolio holdings

AUM $527M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$3.92M
3 +$2.63M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.69M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.13M

Sector Composition

1 Technology 5.76%
2 Consumer Discretionary 2.31%
3 Communication Services 1.78%
4 Industrials 1.72%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-5,157
302
-876