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
$239M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.36M
3
+$1.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$857K
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$270K

Top Sells

1
+$761K
2
+$536K
3
+$438K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$206K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Financials 3.01%
2 Healthcare 0.88%
3 Technology 0.59%
4 Communication Services 0.47%
5 Utilities 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.47%
19,680
27
$1.07M 0.45%
11,842
28
$1.04M 0.43%
14,366
-131
29
$847K 0.35%
17,070
-46
30
$665K 0.28%
21,834
+2,525
31
$540K 0.23%
11,182
-192
32
$479K 0.2%
4,456
33
$427K 0.18%
7,100
+2,000
34
$400K 0.17%
4,220
-51
35
$324K 0.14%
4,371
36
$308K 0.13%
3,080
37
$298K 0.12%
3,033
+4
38
$297K 0.12%
7,128
+8
39
$285K 0.12%
2,755
40
$265K 0.11%
9,512
41
$261K 0.11%
1,406
42
$246K 0.1%
7,627
43
$219K 0.09%
8,679
-73
44
$172K 0.07%
9,475
-113
45
$158K 0.07%
1,357
46
$143K 0.06%
1,905
47
$138K 0.06%
2,947
+6
48
$131K 0.05%
4,779
49
$125K 0.05%
2,314
50
$120K 0.05%
800
1
2
3 4 5