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
$257M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.34M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$937K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$831K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$282K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$251K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$140K

Sector Composition

1 Financials 3.02%
2 Healthcare 0.82%
3 Communication Services 0.51%
4 Technology 0.39%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
105
+5
227
$18K 0.01%
+523
228
$18K 0.01%
149
229
$17K 0.01%
188
230
$17K 0.01%
460
-201
231
$17K 0.01%
274
232
$17K 0.01%
+575
233
$17K 0.01%
+226
234
$17K 0.01%
4
235
$17K 0.01%
150
236
$16K 0.01%
222
237
$16K 0.01%
218
-174
238
$15K 0.01%
50
239
$14K 0.01%
+75
240
$14K 0.01%
+271
241
$14K 0.01%
100
242
$14K 0.01%
111
+11
243
$14K 0.01%
81
+3
244
$13K 0.01%
+405
245
$13K 0.01%
110
+10
246
$13K 0.01%
304
+104
247
$13K 0.01%
150
248
$12K ﹤0.01%
200
249
$12K ﹤0.01%
402
-598
250
$12K ﹤0.01%
+400
8 9
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