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
151
$8K ﹤0.01%
182
152
$8K ﹤0.01%
63
153
$8K ﹤0.01%
259
154
$8K ﹤0.01%
660
155
$7K ﹤0.01%
178
156
$7K ﹤0.01%
164
-3
157
$7K ﹤0.01%
200
158
$7K ﹤0.01%
57
159
$7K ﹤0.01%
553
160
$7K ﹤0.01%
100
161
$7K ﹤0.01%
108
162
$6K ﹤0.01%
1,250
+258
163
$6K ﹤0.01%
53
164
$5K ﹤0.01%
502
165
$5K ﹤0.01%
100
166
$5K ﹤0.01%
+120
167
$5K ﹤0.01%
35
168
$4K ﹤0.01%
84
169
$4K ﹤0.01%
1,838
170
$4K ﹤0.01%
236
171
$4K ﹤0.01%
143
172
$4K ﹤0.01%
165
173
$3K ﹤0.01%
101
174
$3K ﹤0.01%
50
175
$3K ﹤0.01%
121
+96
5 6
7
8 9