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
151
$84K 0.03%
+550
152
$83K 0.03%
+2,665
153
$82K 0.03%
2,703
-524
154
$80K 0.03%
500
155
$78K 0.03%
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156
$78K 0.03%
510
157
$77K 0.03%
2,739
158
$77K 0.03%
2,900
159
$75K 0.03%
644
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160
$75K 0.03%
1,262
161
$71K 0.03%
1,077
+1
162
$70K 0.03%
+5,580
163
$69K 0.03%
1,543
164
$68K 0.03%
1,761
165
$68K 0.03%
2,581
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166
$67K 0.03%
+601
167
$66K 0.03%
235
168
$64K 0.02%
1,220
169
$63K 0.02%
2,848
170
$62K 0.02%
+3,528
171
$61K 0.02%
348
172
$56K 0.02%
+1,000
173
$56K 0.02%
457
+275
174
$55K 0.02%
952
175
$51K 0.02%
573
-175
5 6
7
8 9