GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
+11.9%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+62%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
28.54%
Top 10 Holdings %
Top 10 Hldgs %
76.82%
Holding
48
New
6
Increased
18
Reduced
13
Closed
1
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$23.3M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$21.8M |
| 3 |
Bright Horizons
BFAM
|
$2.93M |
| 4 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$2.7M |
| 5 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$1.48M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 3.44% |
| 2 | Technology | 1.82% |
| 3 | Energy | 0.93% |
| 4 | Real Estate | 0.29% |
| 5 | Communication Services | 0.27% |
