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
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