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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
73
227
$1K ﹤0.01%
485
228
$1K ﹤0.01%
40
229
$1K ﹤0.01%
117
-2,244
230
$1K ﹤0.01%
70
231
$1K ﹤0.01%
63
232
$1K ﹤0.01%
25
-259
233
$1K ﹤0.01%
140
234
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-12
235
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-885
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-10
238
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$0 ﹤0.01%
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250
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