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
$259M
AUM Growth
+$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$751K
3 +$343K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$246K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$156K

Top Sells

1 +$824K
2 +$639K
3 +$504K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$447K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$279K

Sector Composition

1 Financials 3.07%
2 Healthcare 0.79%
3 Communication Services 0.55%
4 Technology 0.41%
5 Consumer Staples 0.33%