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
176
$227K 0.04%
+1,755
177
$227K 0.04%
+8,649
178
$223K 0.04%
+1,901
179
$223K 0.04%
+2,378
180
$223K 0.04%
+2,911
181
$222K 0.04%
+2,344
182
$217K 0.04%
+6,551
183
$217K 0.04%
+593
184
$214K 0.04%
+1,002
185
$213K 0.04%
+2,476
186
$210K 0.04%
+6,512
187
$205K 0.04%
+8,813
188
$204K 0.04%
+9,073
189
$202K 0.03%
+6,522
190
$201K 0.03%
+2,779
191
$200K 0.03%
+2,050
192
$196K 0.03%
+16,994
193
$196K 0.03%
+50,413
194
$187K 0.03%
+11,093
195
$187K 0.03%
+11,955
196
$183K 0.03%
+29,396
197
$158K 0.03%
+10,289
198
$152K 0.03%
+132,292
199
$62K 0.01%
+14,375
200
– –
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