GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
1-Year Est. Return
4.76%
1 Year Est. Return
+4.76%
AUM
$462M
AUM Growth
+$4.74M
(+1%)
Holding
58
Top Buys
| 1 | +$3.92M | |
| 2 | +$3.63M | |
| 3 | +$1.56M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$521K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$488K |
Top Sells
| 1 | +$667K | |
| 2 | +$556K | |
| 3 | +$341K | |
| 4 |
Broadcom
AVGO
|
+$280K |
| 5 |
Apple
AAPL
|
+$280K |
Sector Composition
| 1 | Consumer Discretionary | 6.13% |
| 2 | Technology | 2% |
| 3 | Communication Services | 0.33% |
| 4 | Financials | 0.3% |
| 5 | Industrials | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
| $268K | 0.06% |
4,973
-159
|
|
||
52
NVIDIA
NVDA
$4.46T
| $259K | 0.06% |
2,392
-327
|
|
||
53
Avantis All Equity Markets ETF
AVGE
$614M
| $253K | 0.05% |
3,552
+177
|
|
||
54
CVS Health
CVS
$105B
| $210K | 0.05% |
+3,106
|
|
||
55
Vanguard Growth ETF
VUG
$195B
| $209K | 0.05% |
564
|
|
||
56
Cisco
CSCO
$277B
| $203K | 0.04% |
3,296
-255
|
|
||
|
57
Broadcom
AVGO
$1.65T
| – | – |
-1,208
|
|
||
58
Meta Platforms (Facebook)
META
$1.8T
| – | – |
-360
|
|