GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
+4.6%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+5.5%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
54.55%
Holding
62
New
1
Increased
26
Reduced
26
Closed
1
Top Buys
Top Sells
| 1 |
On Holding
ONON
|
$2.33M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.05M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$842K |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$606K |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$604K |
Sector Composition
| 1 | Consumer Discretionary | 6.47% |
| 2 | Technology | 2.55% |
| 3 | Communication Services | 0.59% |
| 4 | Industrials | 0.42% |
| 5 | Financials | 0.34% |
