GWP
Gateway Wealth Partners Portfolio holdings
AUM $445M
AUM
$445M
AUM Growth
+$59M (+15%)
Cap. Flow
+$73.6M
Cap. Flow % of AUM
16.54%
Top 10 Holdings %Top 10 Hldgs %
22.24%
Holding
330
New
37
Increased
179
Reduced
83
Closed
19
Top Buys
| 1 | $5.73M | |
| 2 | $4.18M | |
| 3 | $3.85M | |
| 4 | $3.83M | |
| 5 | $3.58M |
Top Sells
| 1 | $1.83M | |
| 2 | $1.34M | |
| 3 | $1.3M | |
| 4 | $743K | |
| 5 | $661K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $648K | 0.15% | 9,416 -120 | -1% | -$8.26K | |||
| $644K | 0.14% | 26,445 +2,584 | +11% | +$62.9K | |||
| $642K | 0.14% | 17,682 | New | +$642K | |||
| $621K | 0.14% | 7,070 +3,267 | +86% | +$287K | |||
| $610K | 0.14% | 7,971 +1,953 | +32% | +$150K | |||
| $605K | 0.14% | 9,527 +2,061 | +28% | +$131K | |||
| $601K | 0.14% | 12,094 +391 | +3% | +$19.4K | |||
| $599K | 0.13% | 19,322 +3,369 | +21% | +$104K | |||
| $592K | 0.13% | 2,827 +24 | +0.9% | +$5.03K | |||
| $583K | 0.13% | 4,905 -378 | -7% | -$45K | |||
| $569K | 0.13% | 24,756 +14,485 | +141% | +$333K | |||
| $568K | 0.13% | 4,901 +869 | +22% | +$101K | |||
| $566K | 0.13% | 7,485 -75 | -1% | -$5.67K | |||
| $560K | 0.13% | 29,563 -85 | -0.3% | -$1.61K | |||
| $559K | 0.13% | 24,892 -3,440 | -12% | -$77.2K | |||
| $558K | 0.13% | 7,556 +2,489 | +49% | +$184K | |||
| $557K | 0.13% | 4,235 -103 | -2% | -$13.5K | |||
| $555K | 0.12% | 11,078 -1,277 | -10% | -$64K | |||
| $553K | 0.12% | 32,081 +7,668 | +31% | +$132K | |||
| $553K | 0.12% | 8,724 -1,603 | -16% | -$102K | |||
| $553K | 0.12% | 23,228 -2,477 | -10% | -$58.9K | |||
| $551K | 0.12% | 12,694 +1,783 | +16% | +$77.4K | |||
| $548K | 0.12% | 5,524 -1,334 | -19% | -$132K | |||
| $545K | 0.12% | 5,512 +878 | +19% | +$86.8K | |||
| $541K | 0.12% | 5,240 | – | – |
