GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.22M
3
+$1.13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$843K
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$277K

Top Sells

1
+$743K
2
+$539K
3
+$504K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$150K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$121K

Sector Composition

1 Financials 3.04%
2 Healthcare 0.88%
3 Technology 0.59%
4 Communication Services 0.47%
5 Utilities 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
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