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
176
$50K 0.02%
541
+20
177
$50K 0.02%
1,936
178
$49K 0.02%
464
179
$49K 0.02%
921
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180
$48K 0.02%
+110
181
$47K 0.02%
246
+14
182
$46K 0.02%
+1,000
183
$46K 0.02%
+2,486
184
$45K 0.02%
653
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185
$44K 0.02%
243
186
$44K 0.02%
762
+12
187
$44K 0.02%
1,341
-273
188
$44K 0.02%
102
189
$43K 0.02%
1,032
190
$43K 0.02%
+578
191
$41K 0.02%
170
192
$41K 0.02%
815
+37
193
$37K 0.01%
+702
194
$37K 0.01%
+502
195
$36K 0.01%
1,020
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196
$33K 0.01%
404
197
$31K 0.01%
+393
198
$30K 0.01%
109
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199
$30K 0.01%
194
+94
200
$29K 0.01%
+181
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