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
101
$1.11M 0.25%
8,613
-175
102
$1.09M 0.24%
12,029
+3,997
103
$1.09M 0.24%
26,684
+4,281
104
$1.07M 0.24%
4,132
-204
105
$1.06M 0.24%
21,753
+2,407
106
$1.06M 0.24%
21,589
+1,423
107
$1.05M 0.24%
13,476
-100
108
$1.03M 0.23%
25,264
+3,988
109
$1.02M 0.23%
6,016
+658
110
$1M 0.23%
2,701
+395
111
$983K 0.22%
32,919
-3,089
112
$978K 0.22%
17,856
+4,037
113
$971K 0.22%
17,708
+3,322
114
$946K 0.21%
28,329
+7,692
115
$946K 0.21%
41,369
+7,597
116
$927K 0.21%
6,181
-85
117
$912K 0.21%
16,251
-4,516
118
$898K 0.2%
+29,536
119
$883K 0.2%
+12,812
120
$878K 0.2%
3,643
+181
121
$849K 0.19%
5,432
+1,685
122
$845K 0.19%
18,505
+3,874
123
$820K 0.18%
1,748
+4
124
$805K 0.18%
8,012
-270
125
$803K 0.18%
+16,118
3 4
5
6 7