GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
+4.4%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$261M
AUM Growth
+$261M
(+12%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
7.51%
Top 10 Holdings %
Top 10 Hldgs %
76.04%
Holding
56
New
10
Increased
12
Reduced
17
Closed
4
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$10.3M |
| 2 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$9.87M |
| 3 |
WisdomTree US MidCap Fund
EZM
|
$7.29M |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
$6.86M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.86M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$12.8M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$8.62M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.07M |
| 4 |
Stellantis
STLA
|
$1.81M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.06M |
Sector Composition
| 1 | Consumer Discretionary | 3.93% |
| 2 | Technology | 1.74% |
| 3 | Financials | 0.4% |
| 4 | Real Estate | 0.33% |
| 5 | Communication Services | 0.21% |
