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
$261M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.87M
3
+$7.29M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$6.86M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.86M

Top Sells

1
+$12.8M
2
+$8.62M
3
+$2.07M
4
STLA icon
Stellantis
STLA
+$1.81M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Sector Composition

1 Consumer Discretionary 3.93%
2 Technology 1.74%
3 Financials 0.4%
4 Real Estate 0.33%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$204K 0.08%
+9,289
52
$188K 0.07%
4,923
53
– –
-7,992
54
– –
-12,344
55
– –
-7,772
56
– –
-100,000
1 2
3