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
126
$135K 0.05%
+12,000
127
$129K 0.05%
2,314
128
$129K 0.05%
+2,225
129
$128K 0.05%
800
130
$128K 0.05%
1,225
+658
131
$127K 0.05%
2,160
+20
132
$122K 0.05%
766
+106
133
$121K 0.05%
1,360
+580
134
$121K 0.05%
501
+7
135
$115K 0.04%
1,299
136
$115K 0.04%
1,938
+90
137
$111K 0.04%
1,375
+634
138
$110K 0.04%
+1,383
139
$109K 0.04%
+3,950
140
$108K 0.04%
+1,256
141
$106K 0.04%
2,500
142
$103K 0.04%
+3,455
143
$100K 0.04%
+3,042
144
$100K 0.04%
602
+467
145
$99K 0.04%
1,654
-37
146
$89K 0.03%
1,250
147
$87K 0.03%
+5,554
148
$87K 0.03%
3,280
-334
149
$86K 0.03%
453
+353
150
$85K 0.03%
+3,993
4 5
6
7 8