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
51
$1.62M 0.28%
+3,780
52
$1.54M 0.26%
+18,293
53
$1.48M 0.25%
+32,284
54
$1.46M 0.25%
+37,456
55
$1.39M 0.24%
+15,744
56
$1.39M 0.24%
+28,670
57
$1.33M 0.23%
+29,262
58
$1.3M 0.22%
+22,211
59
$1.28M 0.22%
+15,249
60
$1.16M 0.2%
+6,058
61
$1.08M 0.19%
+21,370
62
$1.08M 0.19%
+18,175
63
$1.05M 0.18%
+6,928
64
$1.05M 0.18%
+2,149
65
$1.04M 0.18%
+22,362
66
$1.04M 0.18%
+24,704
67
$1.03M 0.18%
+5,850
68
$992K 0.17%
+18,703
69
$973K 0.17%
+26,603
70
$947K 0.16%
+19,969
71
$932K 0.16%
+18,189
72
$879K 0.15%
+7,063
73
$853K 0.15%
+2,702
74
$834K 0.14%
+48,827
75
$819K 0.14%
+8,835
1 2
3
4 5