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
151
$648K 0.15%
9,416
-120
152
$644K 0.14%
26,445
+2,584
153
$642K 0.14%
+17,682
154
$621K 0.14%
7,070
+3,267
155
$610K 0.14%
7,971
+1,953
156
$605K 0.14%
9,527
+2,061
157
$601K 0.14%
12,094
+391
158
$599K 0.13%
19,322
+3,369
159
$592K 0.13%
2,827
+24
160
$583K 0.13%
4,905
-378
161
$569K 0.13%
24,756
+14,485
162
$568K 0.13%
4,901
+869
163
$566K 0.13%
7,485
-75
164
$560K 0.13%
29,563
-85
165
$559K 0.13%
24,892
-3,440
166
$558K 0.13%
7,556
+2,489
167
$557K 0.13%
4,235
-103
168
$555K 0.12%
11,078
-1,277
169
$553K 0.12%
32,081
+7,668
170
$553K 0.12%
8,724
-1,603
171
$553K 0.12%
23,228
-2,477
172
$551K 0.12%
12,694
+1,783
173
$548K 0.12%
5,524
-1,334
174
$545K 0.12%
5,512
+878
175
$541K 0.12%
5,240
5 6
7
8 9