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
$445M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.18M
3
+$3.85M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.83M
5
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$3.58M

Top Sells

1
+$1.34M
2
+$1.3M
3
+$1.3M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$871K
5
EEMA icon
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
26
$4.06M 0.91%
14,762
+232
27
$3.97M 0.89%
73,486
+50,003
28
$3.96M 0.89%
37,912
+255
29
$3.85M 0.87%
+162,429
30
$3.78M 0.85%
77,450
+4,636
31
$3.76M 0.84%
8,016
+657
32
$3.64M 0.82%
127,488
+39,434
33
$3.58M 0.81%
+70,786
34
$3.58M 0.8%
106,766
+91,965
35
$3.54M 0.8%
118,967
+50,692
36
$3.53M 0.79%
60,256
+6,313
37
$3.53M 0.79%
47,893
+9,922
38
$3.53M 0.79%
58,588
+3,035
39
$3.39M 0.76%
67,269
+1,110
40
$3.2M 0.72%
29,540
+2,577
41
$3.17M 0.71%
16,629
+5,451
42
$2.98M 0.67%
89,765
+7,381
43
$2.96M 0.66%
66,806
+230
44
$2.89M 0.65%
42,502
-252
45
$2.79M 0.63%
55,812
+30,395
46
$2.78M 0.62%
27,555
+6,691
47
$2.78M 0.62%
8,991
+703
48
$2.72M 0.61%
46,200
-12,608
49
$2.64M 0.59%
62,913
-4,728
50
$2.53M 0.57%
11,367
-2,317
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