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
51
$887K 0.35%
31,862
52
$870K 0.34%
16,823
53
$829K 0.32%
25,027
+3,193
54
$814K 0.32%
10,610
55
$803K 0.31%
29,166
-2,656
56
$797K 0.31%
13,214
57
$771K 0.3%
+13,560
58
$759K 0.3%
29,254
-70
59
$757K 0.29%
2,662
+1,639
60
$752K 0.29%
11,888
-2,081
61
$730K 0.28%
29,184
+9,513
62
$729K 0.28%
9,964
-233
63
$727K 0.28%
17,041
-781
64
$692K 0.27%
13,177
-181
65
$629K 0.25%
10,426
-373
66
$615K 0.24%
+35,262
67
$606K 0.24%
10,300
+7,660
68
$583K 0.23%
12,280
-5,940
69
$554K 0.22%
6,463
+59
70
$550K 0.21%
3,595
+761
71
$544K 0.21%
+3,155
72
$542K 0.21%
10,754
+2,235
73
$526K 0.2%
14,385
+1,870
74
$513K 0.2%
7,578
75
$483K 0.19%
+4,753
1 2
3
4 5