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
$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
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
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
-3,760