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
$291M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 2.99%
2 Technology 1.9%
3 Financials 0.38%
4 Real Estate 0.25%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.72M 0.59%
11,837
27
$1.67M 0.57%
8,319
28
$1.05M 0.36%
20,903
-44
29
$841K 0.29%
5,141
30
$718K 0.25%
1,672
31
$716K 0.25%
12,902
+9
32
$637K 0.22%
20,792
-170
33
$606K 0.21%
8,679
+363
34
$514K 0.18%
9,524
-10
35
$501K 0.17%
10,000
36
$431K 0.15%
6,984
+34
37
$421K 0.14%
1,282
38
$410K 0.14%
8,140
+858
39
$402K 0.14%
228
+141
40
$388K 0.13%
3,791
-155
41
$366K 0.13%
2,434
+434
42
$344K 0.12%
7,236
+24
43
$334K 0.11%
5,475
44
$331K 0.11%
7,691
+1,100
45
$330K 0.11%
5,367
-2,369
46
$303K 0.1%
2,166
+314
47
$270K 0.09%
1,775
48
$228K 0.08%
5,008
49
$219K 0.08%
4,923
50
$212K 0.07%
1,160