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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
+5.8%
1 Year Est. Return
+16.81%
3 Year Est. Return
+46.28%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$363M
AUM Growth
+$32M
(+9.7%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
294
New
30
Increased
121
Reduced
113
Closed
22
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$2.57M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.5M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$2.34M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.93M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.36M |
Top Sells
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$2.49M |
| 2 |
SPDR Gold Trust
GLD
|
+$834K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$807K |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
+$612K |
| 5 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$594K |
Sector Composition
| 1 | Technology | 5.48% |
| 2 | Consumer Discretionary | 2.03% |
| 3 | Communication Services | 1.59% |
| 4 | Industrials | 1.44% |
| 5 | Consumer Staples | 0.96% |
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