GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
+6.37%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$429M
AUM Growth
+$429M
(+12%)
Cap. Flow
+$21.2M
Cap. Flow
% of AUM
4.95%
Top 10 Holdings %
Top 10 Hldgs %
65.49%
Holding
65
New
4
Increased
10
Reduced
31
Closed
10
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$26.9M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$22.6M |
| 3 |
Avantis US Equity ETF
AVUS
|
$19.1M |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
$15.2M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$13.5M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.15% |
| 2 | Technology | 2.06% |
| 3 | Communication Services | 0.57% |
| 4 | Industrials | 0.52% |
| 5 | Financials | 0.26% |
