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
76
$54K 0.02%
741
77
$52K 0.02%
358
+10
78
$52K 0.02%
952
79
$51K 0.02%
1,000
80
$49K 0.02%
561
+82
81
$48K 0.02%
2,000
82
$48K 0.02%
797
83
$47K 0.02%
464
84
$47K 0.02%
1,671
+57
85
$46K 0.02%
434
+18
86
$42K 0.02%
246
+14
87
$40K 0.02%
1,003
+25
88
$38K 0.02%
1,800
89
$37K 0.02%
179
90
$36K 0.02%
207
+10
91
$36K 0.02%
2,816
+11
92
$36K 0.02%
269
93
$34K 0.02%
220
+26
94
$33K 0.01%
100
95
$32K 0.01%
213
+5
96
$32K 0.01%
450
97
$31K 0.01%
1,287
98
$30K 0.01%
750
99
$29K 0.01%
105
-120
100
$28K 0.01%
2,244
2 3
4
5 6