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
126
$386K 0.07%
+8,087
127
$384K 0.07%
+6,291
128
$380K 0.07%
+4,683
129
$378K 0.07%
+3,428
130
$372K 0.06%
+3,436
131
$371K 0.06%
+1,393
132
$360K 0.06%
+81,900
133
$356K 0.06%
+17,901
134
$346K 0.06%
+1,307
135
$344K 0.06%
+8,377
136
$339K 0.06%
+4,411
137
$334K 0.06%
+1,921
138
$330K 0.06%
+7,999
139
$328K 0.06%
+2,200
140
$322K 0.06%
+8,161
141
$319K 0.05%
+9,014
142
$314K 0.05%
+1,324
143
$308K 0.05%
+16,749
144
$308K 0.05%
+1,489
145
$306K 0.05%
+3,495
146
$295K 0.05%
+2,940
147
$294K 0.05%
+6,121
148
$291K 0.05%
+4,578
149
$291K 0.05%
+4,697
150
$286K 0.05%
+763
4 5
6
7 8