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
101
$534K 0.09%
+5,441
102
$534K 0.09%
+7,163
103
$521K 0.09%
+6,237
104
$518K 0.09%
+2,492
105
$505K 0.09%
+4,900
106
$504K 0.09%
+2,807
107
$498K 0.09%
+9,744
108
$494K 0.08%
+6,005
109
$493K 0.08%
+10,491
110
$488K 0.08%
+10,231
111
$488K 0.08%
+5,141
112
$482K 0.08%
+12,673
113
$469K 0.08%
+40,323
114
$460K 0.08%
+2,713
115
$460K 0.08%
+11,247
116
$459K 0.08%
+5,068
117
$450K 0.08%
+41,089
118
$443K 0.08%
+2,821
119
$435K 0.07%
+6,094
120
$434K 0.07%
+950
121
$424K 0.07%
+4,642
122
$414K 0.07%
+2,839
123
$411K 0.07%
+12,016
124
$410K 0.07%
+6,336
125
$408K 0.07%
+8,628
3 4
5
6 7