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
26
$1M 0.45%
11,842
27
$913K 0.41%
14,469
+6
28
$813K 0.37%
19,528
+212
29
$787K 0.36%
17,134
-40
30
$645K 0.29%
19,309
31
$588K 0.27%
12,041
-75
32
$492K 0.22%
4,533
33
$392K 0.18%
4,292
+21
34
$288K 0.13%
7,104
-1,536
35
$283K 0.13%
3,029
36
$278K 0.13%
2,744
37
$264K 0.12%
9,512
38
$258K 0.12%
4,435
39
$257K 0.12%
5,100
+120
40
$232K 0.11%
8,752
-675
41
$229K 0.1%
10,786
42
$218K 0.1%
1,406
43
$150K 0.07%
6,762
44
$150K 0.07%
1,421
45
$148K 0.07%
+9,978
46
$148K 0.07%
1,905
47
$131K 0.06%
2,500
48
$131K 0.06%
2,934
+5
49
$128K 0.06%
4,779
50
$126K 0.06%
2,314
1
2
3 4 5