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
$287M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$7.07M
3 +$5.43M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.62M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$2.37M

Top Sells

1 +$13M
2 +$6.35M
3 +$3.68M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$997K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$995K

Sector Composition

1 Consumer Discretionary 3.14%
2 Technology 1.88%
3 Financials 0.37%
4 Real Estate 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$222K 0.08%
4,923
52
$219K 0.08%
1,160
53
$202K 0.07%
+834
54
-10,453
55
-4,600
56
-3,210
57
-9,289