GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
-3.02%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+0.17%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
54.99%
Holding
64
New
3
Increased
21
Reduced
28
Closed
2
Top Buys
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$3.73M |
| 2 |
Avantis US Equity ETF
AVUS
|
$2.16M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.55M |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$1.31M |
| 5 |
Bright Horizons
BFAM
|
$1.27M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.09% |
| 2 | Technology | 2.38% |
| 3 | Communication Services | 0.64% |
| 4 | Industrials | 0.42% |
| 5 | Financials | 0.25% |
