GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$462M
This Quarter Return
+6.97%
1 Year Return
+4.76%
3 Year Return
+13.5%
5 Year Return
+58.62%
10 Year Return
–
AUM
$468M
AUM Growth
+$468M
(+7%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
66.46%
Holding
61
New
7
Increased
15
Reduced
27
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$1.73M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$646K |
| 3 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$599K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$351K |
| 5 |
NVIDIA
NVDA
|
$330K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 7.09% |
| 2 | Technology | 2.26% |
| 3 | Communication Services | 0.52% |
| 4 | Industrials | 0.43% |
| 5 | Financials | 0.26% |
