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
76
$482K 0.19%
+4,234
77
$479K 0.19%
4,306
78
$431K 0.17%
3,624
-45
79
$408K 0.16%
16,406
+5,991
80
$382K 0.15%
+9,177
81
$373K 0.15%
+3,029
82
$368K 0.14%
4,564
+344
83
$368K 0.14%
+4,060
84
$366K 0.14%
+4,660
85
$365K 0.14%
+7,000
86
$360K 0.14%
+4,282
87
$346K 0.13%
7,156
+44
88
$334K 0.13%
4,179
-26
89
$333K 0.13%
+1,416
90
$325K 0.13%
+3,260
91
$310K 0.12%
2,509
92
$291K 0.11%
+5,506
93
$285K 0.11%
+5,886
94
$281K 0.11%
4,366
+1,191
95
$273K 0.11%
2,620
+1,402
96
$269K 0.1%
2,858
97
$268K 0.1%
2,486
+175
98
$253K 0.1%
1,406
99
$230K 0.09%
+12,453
100
$224K 0.09%
2,014
+1,178
2 3
4
5 6