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
$316M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$499K
3
+$401K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$369K
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$367K

Top Sells

1
+$737K
2
+$675K
3
+$591K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$538K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$490K

Sector Composition

1 Consumer Discretionary 6.52%
2 Technology 2.29%
3 Communication Services 0.53%
4 Industrials 0.39%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.11%
3,280
-64
52
$304K 0.1%
1,775
53
$261K 0.08%
1,311
54
$260K 0.08%
6,585
-55
55
$252K 0.08%
7,299
56
$250K 0.08%
+1,205
57
$249K 0.08%
4,251
58
$247K 0.08%
5,065
+11
59
$231K 0.07%
2,723
+53
60
$105K 0.03%
10,000
-20
61
$16.4K 0.01%
228
62
– –
-7,911
1 2
3