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
$221M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$982K
3
+$867K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$845K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$730K

Top Sells

1
+$944K
2
+$583K
3
+$372K
4
AMZN icon
Amazon
AMZN
+$132K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$121K

Sector Composition

1 Financials 3.22%
2 Healthcare 0.86%
3 Technology 0.48%
4 Communication Services 0.38%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
610
+110
127
$16K 0.01%
334
+59
128
$16K 0.01%
4
129
$16K 0.01%
150
130
$15K 0.01%
100
131
$15K 0.01%
314
132
$15K 0.01%
915
133
$15K 0.01%
557
134
$14K 0.01%
188
135
$14K 0.01%
105
+5
136
$14K 0.01%
198
137
$14K 0.01%
1,498
138
$14K 0.01%
122
+22
139
$13K 0.01%
208
+8
140
$13K 0.01%
150
141
$12K 0.01%
107
+7
142
$11K 0.01%
885
143
$11K 0.01%
212
144
$11K 0.01%
1,200
145
$10K ﹤0.01%
100
146
$10K ﹤0.01%
200
147
$10K ﹤0.01%
205
148
$10K ﹤0.01%
750
149
$9K ﹤0.01%
2,485
150
$9K ﹤0.01%
100
4 5
6
7 8