GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.02M
3
+$845K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$843K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$774K

Top Sells

1
+$1.13M
2
+$614K
3
+$392K
4
AMZN icon
Amazon
AMZN
+$137K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$129K

Sector Composition

1 Financials 3.25%
2 Healthcare 0.86%
3 Technology 0.48%
4 Communication Services 0.38%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
+10
227
$0 ﹤0.01%
+6
228
$0 ﹤0.01%
+25
229
$0 ﹤0.01%
+40
230
$0 ﹤0.01%
+14
231
$0 ﹤0.01%
+6
232
$0 ﹤0.01%
+3
233
$0 ﹤0.01%
+21
234
$0 ﹤0.01%
+5
235
$0 ﹤0.01%
+7
236
$0 ﹤0.01%
+15
237
$0 ﹤0.01%
+14
238
$0 ﹤0.01%
+5
239
$0 ﹤0.01%
+8
240
$0 ﹤0.01%
+11
241
$0 ﹤0.01%
+10
242
$0 ﹤0.01%
+9
243
$0 ﹤0.01%
+13
244
$0 ﹤0.01%
+6
245
$0 ﹤0.01%
+12
246
$0 ﹤0.01%
+2
247
$0 ﹤0.01%
22
+13
248
$0 ﹤0.01%
+30
249
$0 ﹤0.01%
+12
250
$0 ﹤0.01%
+7
8 9
10
11 12