GWP

Gateway Wealth Partners Portfolio holdings

AUM $527M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$2.01M
3 +$2M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.96M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.73M

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 2.22%
3 Communication Services 1.65%
4 Industrials 1.35%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.68M 0.51%
21,535
+2,046
52
$1.66M 0.5%
39,187
+33,754
53
$1.64M 0.49%
58,407
+6,948
54
$1.59M 0.48%
26,688
-1,095
55
$1.55M 0.47%
29,021
+17,626
56
$1.55M 0.47%
28,148
+1,803
57
$1.54M 0.46%
16,748
+434
58
$1.52M 0.46%
14,495
+388
59
$1.46M 0.44%
8,019
+208
60
$1.44M 0.43%
9,541
+604
61
$1.39M 0.42%
11,283
+9,157
62
$1.37M 0.42%
23,434
+797
63
$1.33M 0.4%
+33,548
64
$1.33M 0.4%
+63,171
65
$1.32M 0.4%
58,693
+7,147
66
$1.31M 0.4%
22,341
-418
67
$1.3M 0.39%
26,738
+1,308
68
$1.3M 0.39%
53,822
+43,848
69
$1.26M 0.38%
33,118
-11,233
70
$1.22M 0.37%
3,668
+84
71
$1.21M 0.37%
12,683
+9,978
72
$1.2M 0.36%
40,551
+14,420
73
$1.16M 0.35%
5,380
-194
74
$1.15M 0.35%
+25,697
75
$1.09M 0.33%
28,928
-200