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
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.87M
3
+$6.65M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.48M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.95M

Top Sells

1
+$130K
2
+$41K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
HD icon
Home Depot
HD
+$35.5K

Sector Composition

1 Financials 3.73%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.03%
797
-377
77
$55K 0.02%
348
78
$55K 0.02%
2,000
79
$54K 0.02%
1,614
80
$53K 0.02%
629
81
$53K 0.02%
952
82
$49K 0.02%
416
-348
83
$48K 0.02%
464
84
$47K 0.02%
225
+100
85
$44K 0.02%
232
-187
86
$42K 0.02%
978
87
$42K 0.02%
479
-201
88
$40K 0.02%
1,800
89
$39K 0.02%
197
-67
90
$38K 0.02%
179
+102
91
$38K 0.02%
2,805
+1,948
92
$36K 0.02%
194
+100
93
$36K 0.02%
269
94
$33K 0.01%
208
95
$33K 0.01%
450
+243
96
$33K 0.01%
750
97
$32K 0.01%
100
+16
98
$30K 0.01%
1,287
+513
99
$30K 0.01%
2,244
+872
100
$29K 0.01%
724
+181
2 3
4
5 6