GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
-0.6%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(-1.1%)
Cap. Flow
+$6.87M
Cap. Flow
% of AUM
3.11%
Top 10 Holdings %
Top 10 Hldgs %
63.62%
Holding
276
New
85
Increased
68
Reduced
19
Closed
2
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$944K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$583K |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$372K |
| 4 |
Amazon
AMZN
|
$132K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Bath & Body Works
BBWI
$6.17B
| $0 | ﹤0.01% |
+11
| New | – |
|