GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
-0.27%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+3.9%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
41.8%
Holding
259
New
3
Increased
77
Reduced
38
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 2.71% |
| 2 | Healthcare | 0.75% |
| 3 | Communication Services | 0.56% |
| 4 | Technology | 0.43% |
| 5 | Consumer Staples | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Growth ETF
VUG
$182B
| $12K | ﹤0.01% |
74
| – | – |
|
252
SPDR S&P Health Care Equipment ETF
XHE
$152M
| $12K | ﹤0.01% |
150
| – | – |
|
253
JD.com
JD
$44B
| $11K | ﹤0.01% |
400
| – | – |
|
254
Motorola Solutions
MSI
$79.3B
| $11K | ﹤0.01% |
63
| – | – |
|
255
Wells Fargo
WFC
$261B
| $11K | ﹤0.01% |
223
| – | – |
|
256
Kraft Heinz
KHC
$30.9B
| $10K | ﹤0.01% |
345
| – | – |
|
257
WisdomTree Enhanced Commodity Strategy Fund
GCC
$148M
| – | – |
-61,533
| Closed | -$1.1M |
|
258
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.65B
| – | – |
-3,488
| Closed | -$204K |
|
|
IBMH
259
DELISTED
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
| – | – |
-53,278
| Closed | -$1.36M |
|