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
76
$805K 0.14%
+7,718
77
$801K 0.14%
+5,977
78
$799K 0.14%
+7,202
79
$786K 0.14%
+3,946
80
$750K 0.13%
+6,093
81
$745K 0.13%
+4,607
82
$710K 0.12%
+3,929
83
$661K 0.11%
+26,982
84
$642K 0.11%
+12,982
85
$640K 0.11%
+4,081
86
$637K 0.11%
+7,286
87
$625K 0.11%
+24,274
88
$622K 0.11%
+10,611
89
$617K 0.11%
+26,239
90
$616K 0.11%
+5,662
91
$611K 0.11%
+9,280
92
$609K 0.1%
+4,866
93
$592K 0.1%
+26,077
94
$590K 0.1%
+15,236
95
$573K 0.1%
+8,494
96
$563K 0.1%
+2,135
97
$559K 0.1%
+7,973
98
$542K 0.09%
+6,576
99
$541K 0.09%
+18,750
100
$538K 0.09%
+13,446
2 3
4
5 6