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
$233M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9M
3 +$6.41M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.08M
5
STLA icon
Stellantis
STLA
+$1.81M

Top Sells

1 +$13.9M
2 +$11M
3 +$1.88M
4
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$1.48M
5
CMBT
CMB.TECH NV
CMBT
+$1.02M

Sector Composition

1 Consumer Discretionary 5.15%
2 Technology 1.8%
3 Financials 0.39%
4 Real Estate 0.36%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-125,000
52
-14,839