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
176
$534K 0.12%
17,291
+4,388
177
$514K 0.12%
14,125
-1,398
178
$507K 0.11%
1,623
+67
179
$501K 0.11%
1,123
+1
180
$496K 0.11%
+19,197
181
$494K 0.11%
2,950
+688
182
$494K 0.11%
910
-717
183
$486K 0.11%
8,129
184
$483K 0.11%
4,580
+1,666
185
$476K 0.11%
16,799
+5,106
186
$473K 0.11%
16,711
-942
187
$468K 0.11%
10,704
-1,390
188
$465K 0.1%
28,164
-14,326
189
$463K 0.1%
4,960
+1,740
190
$457K 0.1%
1,585
+69
191
$453K 0.1%
2,729
+404
192
$449K 0.1%
24,175
+1,036
193
$449K 0.1%
6,432
+500
194
$449K 0.1%
4,633
-40
195
$449K 0.1%
3,704
-314
196
$446K 0.1%
16,962
+8,370
197
$443K 0.1%
3,348
-1,079
198
$440K 0.1%
6,456
-50
199
$439K 0.1%
3,921
+271
200
$438K 0.1%
25,885
+14,720
6 7
8
9 10