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
201
$435K 0.1%
8,205
+3,322
202
$433K 0.1%
2,044
+49
203
$425K 0.1%
3,646
-107
204
$423K 0.1%
2,481
+32
205
$421K 0.09%
1,149
-59
206
$416K 0.09%
9,171
-206
207
$410K 0.09%
4,373
-571
208
$407K 0.09%
+4,429
209
$403K 0.09%
14,745
+7,329
210
$402K 0.09%
6,225
211
$402K 0.09%
8,727
+1,874
212
$401K 0.09%
5,128
+262
213
$399K 0.09%
4,150
-83
214
$397K 0.09%
5,383
+154
215
$384K 0.09%
14,333
+2,834
216
$384K 0.09%
6,226
+685
217
$384K 0.09%
12,236
-1,766
218
$384K 0.09%
5,073
-6
219
$381K 0.09%
7,364
+1,977
220
$381K 0.09%
6,171
-1,761
221
$375K 0.08%
15,570
+4,350
222
$373K 0.08%
3,300
+315
223
$372K 0.08%
5,834
+1,823
224
$370K 0.08%
678
225
$368K 0.08%
5,551
+152
7 8
9
10 11