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GPWA
Great Point Wealth Advisors Portfolio holdings
AUM
$542M
This Fund
S&P 500
This Quarter
Est. Return
+5.14%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$532M
AUM Growth
–
Cap. Flow
+$520M
Cap. Flow
% of AUM
97.77%
Top 10 Holdings %
Top 10 Hldgs %
67.85%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
+$118M |
| 2 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$44.7M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$34.8M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$33.1M |
| 5 |
Bright Horizons
BFAM
|
+$30.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 5.93% |
| 2 | Technology | 2.07% |
| 3 | Financials | 0.47% |
| 4 | Communication Services | 0.41% |
| 5 | Industrials | 0.13% |
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