GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
1-Year Est. Return
0.85%
1 Year Est. Return
+0.85%
AUM
$269M
AUM Growth
+$10.1M
(+3.9%)
Holding
259
Top Buys
| 1 | +$7.28M | |
| 2 | +$3.71M | |
| 3 | +$2.56M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.4M |
Top Sells
| 1 | +$7.78M | |
| 2 | +$2.64M | |
| 3 | +$1.35M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.14M |
| 5 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$1.1M |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Growth ETF
VUG
$195B
| $12K | ﹤0.01% |
74
|
|
||
252
SPDR S&P Health Care Equipment ETF
XHE
$147M
| $12K | ﹤0.01% |
150
|
|
||
253
JD.com
JD
$46.9B
| $11K | ﹤0.01% |
400
|
|
||
254
Motorola Solutions
MSI
$74.1B
| $11K | ﹤0.01% |
63
|
|
||
255
Wells Fargo
WFC
$262B
| $11K | ﹤0.01% |
223
|
|
||
256
Kraft Heinz
KHC
$30.2B
| $10K | ﹤0.01% |
345
|
|
||
|
257
WisdomTree Enhanced Commodity Strategy Fund
GCC
$161M
| – | – |
-61,533
|
|
||
258
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
| – | – |
-6,976
|
|
||
|
IBMH
259
DELISTED
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
| – | – |
-53,278
|
|