GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+2.51%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+4.2%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
64.78%
Holding
284
New
14
Increased
32
Reduced
31
Closed
51
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$761K |
| 2 |
Vanguard Extended Market ETF
VXF
|
$536K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$438K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$206K |
| 5 |
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% |
