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
76
$1.58M 0.35%
38,755
+2,936
77
$1.57M 0.35%
26,188
+4,639
78
$1.54M 0.35%
33,405
+6,570
79
$1.5M 0.34%
16,018
-1,625
80
$1.5M 0.34%
2,816
-5
81
$1.45M 0.33%
+43,034
82
$1.43M 0.32%
9,803
+1,887
83
$1.39M 0.31%
25,285
-3,601
84
$1.37M 0.31%
13,443
-892
85
$1.36M 0.31%
9,665
+490
86
$1.35M 0.3%
11,135
-163
87
$1.32M 0.3%
31,539
-7,682
88
$1.32M 0.3%
61,203
+6,578
89
$1.31M 0.29%
5,333
+330
90
$1.3M 0.29%
1,380
+27
91
$1.3M 0.29%
+23,778
92
$1.28M 0.29%
24,976
+11,876
93
$1.25M 0.28%
30,834
+360
94
$1.25M 0.28%
+15,949
95
$1.25M 0.28%
3,779
+117
96
$1.2M 0.27%
5,933
+481
97
$1.18M 0.26%
+4,342
98
$1.16M 0.26%
19,752
+7,350
99
$1.14M 0.26%
8,618
-1,237
100
$1.11M 0.25%
22,832
-173
2 3
4
5 6