GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
-8.28%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.27%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.3% |
| 2 | Consumer Discretionary | 1.26% |
| 3 | Financials | 0.84% |
| 4 | Healthcare | 0.56% |
| 5 | Technology | 0.47% |
