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
201
$29K 0.01%
301
+101
202
$29K 0.01%
+1,149
203
$29K 0.01%
364
+50
204
$29K 0.01%
236
+12
205
$28K 0.01%
+1,000
206
$28K 0.01%
112
+12
207
$27K 0.01%
369
208
$27K 0.01%
+744
209
$27K 0.01%
100
210
$26K 0.01%
+15
211
$26K 0.01%
912
212
$26K 0.01%
537
-586
213
$25K 0.01%
608
+81
214
$25K 0.01%
985
215
$24K 0.01%
625
216
$24K 0.01%
+300
217
$23K 0.01%
209
+2
218
$22K 0.01%
200
219
$22K 0.01%
257
+13
220
$22K 0.01%
900
-900
221
$21K 0.01%
+110
222
$21K 0.01%
389
223
$21K 0.01%
+1,200
224
$21K 0.01%
198
225
$19K 0.01%
158
+104
7 8
9
10 11