GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
1-Year Return
0.85%
This Quarter Return
+3.46%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
-$52.9M
(-27%)
Cap. Flow
-$58.3M
Cap. Flow
% of AUM
-41.38%
Top 10 Holdings %
Top 10 Hldgs %
66.54%
Holding
258
New
20
Increased
33
Reduced
18
Closed
63
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 5.34% |
| 2 | Healthcare | 1.48% |
| 3 | Technology | 0.66% |
| 4 | Utilities | 0.52% |
| 5 | Consumer Staples | 0.52% |
