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
$257M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.34M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$937K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$831K

Top Sells

1
+$1.27M
2
+$1.2M
3
+$282K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$251K
5
RWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.09%
+8,825
102
$219K 0.09%
3,889
+936
103
$212K 0.08%
4,468
104
$211K 0.08%
+8,525
105
$208K 0.08%
2,304
106
$205K 0.08%
1,465
+950
107
$200K 0.08%
6,976
-466
108
$184K 0.07%
5,535
-538
109
$182K 0.07%
+3,752
110
$179K 0.07%
3,672
-109
111
$175K 0.07%
+3,100
112
$173K 0.07%
+1,575
113
$173K 0.07%
3,941
114
$169K 0.07%
1,429
+1,329
115
$165K 0.06%
+1,047
116
$165K 0.06%
6,981
+538
117
$165K 0.06%
3,174
-454
118
$161K 0.06%
+8,042
119
$152K 0.06%
1,938
+538
120
$150K 0.06%
+1,680
121
$149K 0.06%
1,362
+955
122
$147K 0.06%
4,779
123
$145K 0.06%
5,818
124
$140K 0.05%
+12,348
125
$137K 0.05%
1,683
+1,084
3 4
5
6 7