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
$239M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.36M
3
+$1.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$857K
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$270K

Top Sells

1
+$761K
2
+$536K
3
+$438K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$206K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Financials 3.01%
2 Healthcare 0.88%
3 Technology 0.59%
4 Communication Services 0.47%
5 Utilities 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61K 0.03%
748
77
$60K 0.03%
1,220
78
$60K 0.03%
1,149
79
$59K 0.02%
246
-18
80
$58K 0.02%
2,000
81
$53K 0.02%
1,000
82
$53K 0.02%
952
83
$52K 0.02%
521
+311
84
$51K 0.02%
246
85
$51K 0.02%
1,638
+24
86
$50K 0.02%
832
87
$48K 0.02%
435
+1
88
$46K 0.02%
179
89
$46K 0.02%
464
90
$45K 0.02%
1,800
91
$38K 0.02%
275
92
$36K 0.02%
1,287
93
$36K 0.02%
105
94
$35K 0.01%
197
95
$35K 0.01%
2,839
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96
$34K 0.01%
750
97
$33K 0.01%
778
-200
98
$33K 0.01%
350
-100
99
$32K 0.01%
100
100
$31K 0.01%
208
2 3
4
5 6