GWP
Gateway Wealth Partners Portfolio holdings
AUM
$527M
This Quarter Return
+9.53%
1 Year Return
+13.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(-55%)
Cap. Flow
-$351M
Cap. Flow
% of AUM
-141.23%
Top 10 Holdings %
Top 10 Hldgs %
30.71%
Holding
296
New
39
Increased
77
Reduced
105
Closed
72
Top Buys
| 1 |
Xtrackers S&P 500 ESG ETF
SNPE
|
$6.66M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.12M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.64M |
| 4 |
Vanguard Value ETF
VTV
|
$1.48M |
| 5 |
Invesco WilderHill Clean Energy ETF
PBW
|
$1.28M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$77.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$36.8M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$32.4M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$23.4M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$22.4M |
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Consumer Discretionary | 1.98% |
| 3 | Communication Services | 1.34% |
| 4 | Industrials | 1.31% |
| 5 | Healthcare | 1.19% |
