GWP
Gateway Wealth Partners Portfolio holdings
AUM
$527M
This Quarter Return
+7.21%
1 Year Return
+13.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$582M
AUM Growth
–
Cap. Flow
+$582M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.33%
Holding
200
New
200
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$68.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$49.5M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$42.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$28.7M |
| 5 |
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% |
