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GWP
Gateway Wealth Partners Portfolio holdings
AUM
$2.57B
1-Year Est. Return
16.81%
This Fund
S&P 500
This Quarter
Est. Return
+7.21%
1 Year Est. Return
+16.81%
3 Year Est. Return
+46.28%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$582M
AUM Growth
–
Cap. Flow
+$582M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
54.33%
Holding
200
New
199
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
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