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
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.87M
3
+$6.65M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.48M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.95M

Top Sells

1
+$130K
2
+$41K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
HD icon
Home Depot
HD
+$35.5K

Sector Composition

1 Financials 3.73%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.48%
11,842
-34
27
$1.07M 0.48%
14,463
+7
28
$854K 0.38%
17,174
-30
29
$848K 0.38%
19,309
30
$841K 0.38%
19,316
+3,200
31
$591K 0.26%
12,116
-15
32
$500K 0.22%
4,533
33
$424K 0.19%
4,271
-252
34
$330K 0.15%
8,640
-904
35
$307K 0.14%
3,029
+2,829
36
$296K 0.13%
6,762
37
$281K 0.13%
2,744
-1,265
38
$276K 0.12%
4,980
+4,740
39
$272K 0.12%
9,427
40
$266K 0.12%
9,512
+84
41
$260K 0.12%
4,435
+355
42
$242K 0.11%
10,786
+6,318
43
$228K 0.1%
1,406
44
$187K 0.08%
3,000
+1,000
45
$159K 0.07%
1,421
+86
46
$153K 0.07%
1,905
-139
47
$138K 0.06%
2,929
+6
48
$134K 0.06%
4,779
49
$132K 0.06%
+2,500
50
$128K 0.06%
2,314
1
2
3 4 5