GWP

Gateway Wealth Partners Portfolio holdings

AUM $527M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$2.01M
3 +$2M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.96M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.73M

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 2.22%
3 Communication Services 1.65%
4 Industrials 1.35%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$757K 0.23%
32,635
+784
102
$751K 0.23%
12,712
-3,674
103
$745K 0.23%
14,531
-10,280
104
$726K 0.22%
30,327
+1,437
105
$723K 0.22%
799
+25
106
$721K 0.22%
1,773
+202
107
$716K 0.22%
14,343
-11,067
108
$715K 0.22%
14,691
-2,466
109
$711K 0.22%
10,172
+646
110
$703K 0.21%
13,638
+810
111
$702K 0.21%
+6,591
112
$702K 0.21%
+20,535
113
$699K 0.21%
19,001
+1,243
114
$697K 0.21%
8,138
+819
115
$683K 0.21%
17,173
+7,345
116
$682K 0.21%
802
+44
117
$681K 0.21%
+11,276
118
$680K 0.21%
17,565
-10
119
$678K 0.21%
+10,835
120
$677K 0.2%
7,654
+135
121
$670K 0.2%
3,362
+97
122
$647K 0.2%
5,616
+100
123
$638K 0.19%
13,303
+750
124
$638K 0.19%
+7,645
125
$636K 0.19%
22,385
-20,634