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
51
$123K 0.06%
+1,977
52
$108K 0.05%
1,267
53
$102K 0.05%
800
54
$97K 0.04%
2,071
-147
55
$96K 0.04%
1,241
+33
56
$96K 0.04%
1,675
57
$95K 0.04%
699
+10
58
$93K 0.04%
1,691
59
$91K 0.04%
500
+6
60
$87K 0.04%
1,261
+11
61
$86K 0.04%
167
+2
62
$86K 0.04%
877
+19
63
$81K 0.04%
2,246
+32
64
$74K 0.03%
1,080
-1,920
65
$74K 0.03%
767
+19
66
$69K 0.03%
1,076
67
$69K 0.03%
802
-57
68
$68K 0.03%
546
+31
69
$67K 0.03%
285
+3
70
$67K 0.03%
6,000
71
$63K 0.03%
2,463
+5
72
$61K 0.03%
1,152
73
$61K 0.03%
1,246
+26
74
$58K 0.03%
1,318
75
$54K 0.02%
644
+15
1 2
3
4 5