GPWA

Great Point Wealth Advisors Portfolio holdings

AUM $532M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$8.25M
3
+$6.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.74M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$958K

Top Sells

1
+$25.4M
2
+$23.6M
3
+$1.44M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.08M

Sector Composition

1 Consumer Discretionary 2.68%
2 Technology 2.16%
3 Communication Services 0.43%
4 Financials 0.39%
5 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,322
1 2
3