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
51
$2.52M 0.57%
40,519
+3,085
52
$2.39M 0.54%
4,145
-66
53
$2.39M 0.54%
32,492
+3,490
54
$2.3M 0.52%
36,563
+21,609
55
$2.29M 0.52%
29,898
-5,967
56
$2.27M 0.51%
26,068
+635
57
$2.27M 0.51%
+102,393
58
$2.22M 0.5%
36,595
+1,140
59
$2.18M 0.49%
49,698
-30,620
60
$2.18M 0.49%
+44,018
61
$2.15M 0.48%
33,494
+23,357
62
$2.07M 0.47%
25,814
+2,370
63
$2.02M 0.45%
+39,314
64
$2.01M 0.45%
34,515
+5,795
65
$1.99M 0.45%
45,760
+6,707
66
$1.9M 0.43%
9,819
-526
67
$1.89M 0.43%
12,249
+1,377
68
$1.87M 0.42%
18,019
+11,285
69
$1.82M 0.41%
45,162
+7,450
70
$1.77M 0.4%
17,587
+1,339
71
$1.76M 0.39%
34,990
+842
72
$1.75M 0.39%
35,226
+2,975
73
$1.74M 0.39%
10,044
+3,417
74
$1.72M 0.39%
75,490
+4,590
75
$1.71M 0.38%
17,082
-12,977
1 2
3
4 5