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

Top Buys

1
+$2.08M
2
+$1.34M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$937K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$831K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$282K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$251K
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$140K

Sector Composition

1 Financials 3.02%
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
26
$3.28M 1.28%
89,818
+2,093
27
$3.2M 1.25%
47,198
-268
28
$3.15M 1.23%
44,582
-820
29
$2.41M 0.94%
51,112
-438
30
$2M 0.78%
13,790
-645
31
$1.92M 0.75%
75,145
-4,447
32
$1.86M 0.73%
15,541
-17
33
$1.76M 0.68%
49,092
-2,276
34
$1.7M 0.66%
19,706
-116
35
$1.64M 0.64%
14,554
-893
36
$1.56M 0.61%
10,295
-80
37
$1.5M 0.59%
59,105
-933
38
$1.36M 0.53%
52,954
-365
39
$1.34M 0.52%
37,542
40
$1.34M 0.52%
22,318
+412
41
$1.29M 0.5%
23,202
-4
42
$1.22M 0.47%
67,470
-3,275
43
$1.21M 0.47%
18,998
+180
44
$1.17M 0.45%
74,466
+6,654
45
$1.04M 0.4%
5,165
+60
46
$1.03M 0.4%
29,338
-486
47
$1.02M 0.4%
11,800
-178
48
$1.01M 0.39%
20,082
-318
49
$953K 0.37%
19,053
-2,790
50
$936K 0.36%
58,657
-2,471
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