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
$291M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.1M
3
+$766K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$738K
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$729K

Top Sells

1
+$425K
2
+$415K
3
+$309K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$267K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$227K

Sector Composition

1 Consumer Discretionary 2.85%
2 Technology 1.9%
3 Financials 0.52%
4 Real Estate 0.25%
5 Consumer Staples 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-834
52
– –
-8,368
53
– –
-4,645
1 2
3