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
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$6.87M
3
+$6.65M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.48M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.95M

Top Sells

1
+$130K
2
+$41K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
HD icon
Home Depot
HD
+$35.5K

Sector Composition

1 Financials 3.73%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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$0 ﹤0.01%
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204
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207
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-364
208
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-277
209
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210
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211
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-350
212
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0
213
$0 ﹤0.01%
24
214
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-213
5 6 7 8
9