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
126
$797K 0.18%
3,860
+2,018
127
$796K 0.18%
2,205
-681
128
$796K 0.18%
964
-12
129
$780K 0.18%
21,888
+7,746
130
$775K 0.17%
7,710
-869
131
$775K 0.17%
69,099
+8,439
132
$770K 0.17%
7,980
+24
133
$768K 0.17%
26,544
+4,328
134
$756K 0.17%
9,821
+64
135
$751K 0.17%
18,437
+150
136
$730K 0.16%
1,420
-678
137
$730K 0.16%
19,920
+218
138
$725K 0.16%
3,431
-39
139
$720K 0.16%
19,200
+1,589
140
$716K 0.16%
7,663
+1,893
141
$714K 0.16%
7,730
+28
142
$706K 0.16%
2,014
+251
143
$698K 0.16%
11,964
+2,213
144
$692K 0.16%
11,744
+3,539
145
$687K 0.15%
13,225
+111
146
$681K 0.15%
3,995
+250
147
$680K 0.15%
3,524
-80
148
$679K 0.15%
19,838
+4,977
149
$673K 0.15%
24,646
+5,333
150
$656K 0.15%
1,253
+95
4 5
6
7 8