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GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$542M
This Fund
S&P 500
This Quarter
Est. Return
-0.96%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$542M
AUM Growth
-$6.2M
(-1.1%)
Cap. Flow
+$1.55M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
68.82%
Holding
67
New
3
Increased
18
Reduced
29
Closed
5
Top Buys
| 1 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$3.02M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$2.59M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.29M |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$900K |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$565K |
Top Sells
| 1 |
iShares Bitcoin Trust
IBIT
|
+$2.83M |
| 2 |
Bright Horizons
BFAM
|
+$1.27M |
| 3 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$483K |
| 4 |
United Rentals
URI
|
+$473K |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$391K |
Sector Composition
| 1 | Consumer Discretionary | 4.16% |
| 2 | Technology | 1.7% |
| 3 | Financials | 0.59% |
| 4 | Communication Services | 0.41% |
| 5 | Healthcare | 0.13% |
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