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
101
$27K 0.01%
345
102
$27K 0.01%
224
103
$26K 0.01%
199
104
$25K 0.01%
200
105
$25K 0.01%
166
+104
106
$24K 0.01%
210
107
$23K 0.01%
392
108
$23K 0.01%
1,200
109
$22K 0.01%
+200
110
$22K 0.01%
912
111
$22K 0.01%
+100
112
$21K 0.01%
150
113
$21K 0.01%
+300
114
$20K 0.01%
+200
115
$20K 0.01%
270
116
$20K 0.01%
244
117
$20K 0.01%
331
118
$20K 0.01%
245
119
$20K 0.01%
100
120
$20K 0.01%
915
121
$20K 0.01%
+100
122
$18K 0.01%
149
123
$18K 0.01%
274
124
$18K 0.01%
527
-677
125
$17K 0.01%
100
3 4
5
6 7