GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$982K
3 +$867K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$845K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$730K

Top Sells

1 +$944K
2 +$583K
3 +$372K
4
AMZN icon
Amazon
AMZN
+$132K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$121K

Sector Composition

1 Financials 3.22%
2 Healthcare 0.86%
3 Technology 0.48%
4 Communication Services 0.38%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
+3
227
$0 ﹤0.01%
+21
228
$0 ﹤0.01%
+5
229
$0 ﹤0.01%
+7
230
$0 ﹤0.01%
+15
231
$0 ﹤0.01%
+14
232
$0 ﹤0.01%
+5
233
$0 ﹤0.01%
+8
234
$0 ﹤0.01%
+3
235
$0 ﹤0.01%
+12
236
$0 ﹤0.01%
+2
237
$0 ﹤0.01%
22
+13
238
$0 ﹤0.01%
+30
239
$0 ﹤0.01%
+12
240
$0 ﹤0.01%
+3
241
$0 ﹤0.01%
+4
242
$0 ﹤0.01%
+9
243
$0 ﹤0.01%
+2
244
$0 ﹤0.01%
+5
245
$0 ﹤0.01%
+3
246
$0 ﹤0.01%
+3
247
$0 ﹤0.01%
+4
248
$0 ﹤0.01%
+8
249
$0 ﹤0.01%
+20
250
$0 ﹤0.01%
+7