GWP
Gateway Wealth Partners Portfolio holdings
AUM
$527M
1-Year Est. Return
13.08%
1 Year Est. Return
+13.08%
AUM
$445M
AUM Growth
+$59M
(+15%)
Holding
330
Top Buys
| 1 | +$5.73M | |
| 2 | +$4.18M | |
| 3 | +$3.85M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$3.83M |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$3.58M |
Top Sells
| 1 | +$1.34M | |
| 2 | +$1.3M | |
| 3 | +$1.3M | |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$871K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Palo Alto Networks
PANW
$141B
| – | – |
-1,106
|
|
||
327
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
| – | – |
-19,427
|
|
||
328
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
| – | – |
-4,855
|
|
||
329
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-8,409
|
|
||
|
SYFI
330
AB Short Duration High Yield ETF
SYFI
$830M
| – | – |
-36,553
|
|