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
$239M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.36M
3
+$1.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$857K
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$270K

Top Sells

1
+$761K
2
+$536K
3
+$438K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$206K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K

Sector Composition

1 Financials 3.01%
2 Healthcare 0.88%
3 Technology 0.59%
4 Communication Services 0.47%
5 Utilities 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.01%
122
127
$17K 0.01%
150
128
$17K 0.01%
150
129
$16K 0.01%
564
+64
130
$16K 0.01%
105
131
$16K 0.01%
149
132
$16K 0.01%
+2,280
133
$15K 0.01%
107
-59
134
$15K 0.01%
334
135
$15K 0.01%
108
136
$14K 0.01%
188
137
$14K 0.01%
208
138
$14K 0.01%
212
139
$14K 0.01%
1,498
140
$14K 0.01%
268
141
$13K 0.01%
885
142
$13K 0.01%
50
143
$13K 0.01%
1,200
144
$13K 0.01%
600
145
$11K ﹤0.01%
110
146
$11K ﹤0.01%
100
147
$9K ﹤0.01%
125
148
$9K ﹤0.01%
200
-30
149
$9K ﹤0.01%
217
150
$8K ﹤0.01%
83
4 5
6
7 8