GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
1-Year Return
0.85%
This Quarter Return
+9.82%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$42.3M
(+20%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
8.5%
Top 10 Holdings %
Top 10 Hldgs %
40.42%
Holding
306
New
67
Increased
83
Reduced
48
Closed
49
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.08M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.34M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.13M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$937K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$831K |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$1.27M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.2M |
| 3 |
Apple
AAPL
|
$282K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$251K |
| 5 |
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% |
