GWP
Gateway Wealth Partners Portfolio holdings
AUM
$527M
1-Year Return
13.08%
This Quarter Return
+5.19%
1 Year Return
+13.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$650M
AUM Growth
+$68.2M
(+12%)
Cap. Flow
+$41.4M
Cap. Flow
% of AUM
6.37%
Top 10 Holdings %
Top 10 Hldgs %
52.54%
Holding
244
New
44
Increased
114
Reduced
58
Closed
19
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$4.65M |
| 2 |
Avantis US Equity ETF
AVUS
|
$3.93M |
| 3 |
Avantis International Equity ETF
AVDE
|
$2.51M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.45M |
| 5 |
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
|
$2.21M |
Top Sells
Sector Composition
| 1 | Technology | 5.25% |
| 2 | Healthcare | 2.43% |
| 3 | Industrials | 1.73% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Financials | 0.84% |
