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 3.05%
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
251
$12K ﹤0.01%
86
252
$12K ﹤0.01%
200
253
$12K ﹤0.01%
+74
254
$12K ﹤0.01%
+150
255
$11K ﹤0.01%
+116
256
$11K ﹤0.01%
223
+18
257
$11K ﹤0.01%
345
258
– –
-152
259
– –
-208
260
– –
-150
261
– –
-768
262
– –
-30
263
– –
-117
264
– –
-25
265
– –
-50
266
– –
-178
267
– –
-500
268
– –
-83
269
– –
-100
270
– –
-200
271
– –
-86
272
– –
-915
273
– –
-750
274
– –
-2,214
275
– –
-660
9 10
11
12 13