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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$49.5M
3
+$42.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$28.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$28.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.48%
2 Healthcare 3.08%
3 Industrials 1.79%
4 Financials 0.79%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 0.82%
+64,015
27
$3.74M 0.64%
+93,745
28
$3.7M 0.64%
+93,592
29
$3.7M 0.64%
+58,251
30
$3.68M 0.63%
+38,895
31
$3.57M 0.61%
+26,278
32
$3.43M 0.59%
+132,336
33
$3.26M 0.56%
+79,033
34
$3.2M 0.55%
+37,762
35
$3.18M 0.55%
+31,017
36
$3.04M 0.52%
+14,463
37
$3M 0.51%
+42,499
38
$2.99M 0.51%
+122,977
39
$2.67M 0.46%
+60,735
40
$2.61M 0.45%
+15,011
41
$2.61M 0.45%
+10,898
42
$2.44M 0.42%
+10,174
43
$2.28M 0.39%
+71,340
44
$2.24M 0.38%
+49,843
45
$2.11M 0.36%
+13,911
46
$2.06M 0.35%
+44,313
47
$1.9M 0.33%
+6,166
48
$1.85M 0.32%
+42,082
49
$1.77M 0.3%
+37,328
50
$1.74M 0.3%
+8,521
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