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

Top Buys

1
+$2.03M
2
+$1.3M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$941K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$812K

Top Sells

1
+$1.23M
2
+$1.15M
3
+$252K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$239K
5
WBA
Walgreens Boots Alliance
WBA
+$142K

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
301
– –
-2,214
302
– –
-660
303
– –
-63
304
– –
-24
305
– –
-25
306
– –
-750
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