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
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.87M
3
+$6.65M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.48M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.95M

Top Sells

1
+$130K
2
+$41K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
HD icon
Home Depot
HD
+$35.5K

Sector Composition

1 Financials 3.73%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
+150
127
$17K 0.01%
1,200
128
$16K 0.01%
100
-68
129
$16K 0.01%
314
-266
130
$16K 0.01%
4
131
$15K 0.01%
500
132
$15K 0.01%
188
133
$15K 0.01%
+1,498
134
$15K 0.01%
557
-343
135
$14K 0.01%
198
136
$14K 0.01%
150
137
$13K 0.01%
100
138
$13K 0.01%
212
139
$12K 0.01%
885
-340
140
$12K 0.01%
200
141
$12K 0.01%
275
142
$12K 0.01%
205
143
$11K ﹤0.01%
100
144
$11K ﹤0.01%
100
-65
145
$11K ﹤0.01%
+100
146
$11K ﹤0.01%
+100
147
$10K ﹤0.01%
259
-589
148
$10K ﹤0.01%
200
149
$10K ﹤0.01%
750
150
$9K ﹤0.01%
178
4 5
6
7 8