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
101
$31K 0.01%
954
102
$31K 0.01%
194
-26
103
$30K 0.01%
112
104
$28K 0.01%
2,361
105
$28K 0.01%
224
106
$26K 0.01%
107
107
$25K 0.01%
200
108
$25K 0.01%
608
109
$25K 0.01%
199
110
$25K 0.01%
218
+1
111
$25K 0.01%
284
-117
112
$24K 0.01%
315
113
$24K 0.01%
364
114
$23K 0.01%
217
115
$22K 0.01%
912
116
$22K 0.01%
411
117
$21K 0.01%
150
118
$21K 0.01%
306
-38
119
$21K 0.01%
245
120
$20K 0.01%
288
+18
121
$20K 0.01%
198
122
$19K 0.01%
251
123
$19K 0.01%
345
-19
124
$18K 0.01%
110
125
$18K 0.01%
915
3 4
5
6 7