GPWA

Great Point Wealth Advisors Portfolio holdings

AUM $462M
1-Year Est. Return 4.76%
This Quarter Est. Return
1 Year Est. Return
+4.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$4.07M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.53%
125,000
27
$727K 0.38%
14,340
28
$662K 0.34%
2,149
29
$615K 0.32%
12,344
30
$526K 0.27%
9,547
31
$513K 0.26%
100,000
32
$483K 0.25%
5,141
33
$419K 0.22%
10,000
34
$381K 0.2%
1,522
35
$372K 0.19%
14,839
36
$344K 0.18%
7,227
37
$338K 0.17%
8,459
38
$307K 0.16%
8,428
39
$279K 0.14%
13,517
40
$269K 0.14%
14,829
41
$269K 0.14%
10,953
42
$264K 0.14%
2,000
43
$263K 0.14%
7,212
44
$233K 0.12%
4,259
45
$215K 0.11%
6,947
46
$141K 0.07%
4,923
1
2