GWP
Gateway Wealth Partners Portfolio holdings
AUM
$741M
1-Year Est. Return
13.22%
1 Year Est. Return
+13.22%
AUM
$527M
AUM Growth
+$82M
(+18%)
Holding
378
Top Buys
| 1 | +$3.15M | |
| 2 | +$3.07M | |
| 3 | +$3.04M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$3M |
| 5 |
Calvert International Responsible Index ETF
CVIE
|
+$2.84M |
Top Sells
| 1 | +$5.26M | |
| 2 | +$3.77M | |
| 3 | +$1.58M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.57M |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$1.49M |
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 | |
|---|---|---|---|---|---|---|
376
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.6B
| – | – |
-5,893
|
|
||
377
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| – | – |
-4,508
|
|
||
378
Xeris Biopharma Holdings
XERS
$1.19B
| – | – |
-16,800
|
|