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
151
$283K 0.05%
+2,508
152
$279K 0.05%
+3,762
153
$278K 0.05%
+1,048
154
$275K 0.05%
+829
155
$271K 0.05%
+6,626
156
$268K 0.05%
+1,976
157
$265K 0.05%
+3,055
158
$260K 0.04%
+8,698
159
$257K 0.04%
+6,958
160
$257K 0.04%
+2,764
161
$256K 0.04%
+1,194
162
$252K 0.04%
+17,270
163
$249K 0.04%
+3,813
164
$248K 0.04%
+1,300
165
$246K 0.04%
+3,885
166
$245K 0.04%
+12,429
167
$245K 0.04%
+165,599
168
$243K 0.04%
+2,618
169
$243K 0.04%
+2,882
170
$237K 0.04%
+536
171
$237K 0.04%
+682
172
$235K 0.04%
+2,142
173
$235K 0.04%
+1,770
174
$232K 0.04%
+3,700
175
$228K 0.04%
+4,793
4 5 6
7
8