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
$287M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$7.07M
3 +$5.43M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.62M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$2.37M

Top Sells

1 +$13M
2 +$6.35M
3 +$3.68M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$997K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$995K

Sector Composition

1 Consumer Discretionary 3.14%
2 Technology 1.88%
3 Financials 0.37%
4 Real Estate 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.75M 0.61%
11,837
27
$1.67M 0.58%
8,319
28
$1.08M 0.38%
20,947
-2,387
29
$800K 0.28%
5,141
30
$722K 0.25%
12,893
-180
31
$716K 0.25%
1,672
+54
32
$642K 0.22%
20,962
-2
33
$634K 0.22%
10,000
34
$588K 0.21%
8,316
+212
35
$534K 0.19%
9,534
-8
36
$475K 0.17%
7,736
-60
37
$466K 0.16%
6,950
+93
38
$425K 0.15%
8,368
+305
39
$409K 0.14%
1,282
40
$402K 0.14%
7,282
-96
41
$402K 0.14%
3,946
+56
42
$347K 0.12%
5,475
43
$328K 0.11%
7,212
44
$309K 0.11%
4,645
45
$296K 0.1%
2,000
46
$291K 0.1%
+87
47
$266K 0.09%
1,775
48
$258K 0.09%
6,591
49
$250K 0.09%
1,852
-1
50
$230K 0.08%
5,008