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
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$3K ﹤0.01%
342
-56
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10
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+22
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$1K ﹤0.01%
485
-2,000
200
$1K ﹤0.01%
17
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