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
101
$26K 0.01%
199
102
$25K 0.01%
179
+13
103
$25K 0.01%
779
+55
104
$24K 0.01%
112
+12
105
$23K 0.01%
411
+19
106
$23K 0.01%
224
107
$21K 0.01%
337
+6
108
$21K 0.01%
912
109
$21K 0.01%
210
110
$21K 0.01%
107
+7
111
$21K 0.01%
208
+8
112
$20K 0.01%
302
+32
113
$20K 0.01%
150
114
$20K 0.01%
308
+8
115
$20K 0.01%
200
116
$20K 0.01%
345
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$20K 0.01%
608
+81
118
$20K 0.01%
261
+16
119
$19K 0.01%
212
+12
120
$19K 0.01%
251
+7
121
$19K 0.01%
1,200
122
$18K 0.01%
149
123
$18K 0.01%
100
124
$17K 0.01%
274
125
$17K 0.01%
110
+10
3 4
5
6 7