GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
+10.84%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+20%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
5.05%
Top 10 Holdings %
Top 10 Hldgs %
68.78%
Holding
53
New
6
Increased
14
Reduced
17
Closed
7
Top Buys
| 1 |
Hartford Total Return Bond ETF
HTRB
|
$12.6M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$9M |
| 3 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$6.41M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.08M |
| 5 |
Stellantis
STLA
|
$1.81M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$13.9M |
| 2 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$11M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.88M |
| 4 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$1.48M |
| 5 |
CMBT
CMB.TECH NV
CMBT
|
$1.02M |
Sector Composition
| 1 | Consumer Discretionary | 5.15% |
| 2 | Technology | 1.8% |
| 3 | Financials | 0.39% |
| 4 | Real Estate | 0.36% |
| 5 | Communication Services | 0.24% |
