GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+0.49%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+3.9%)
Cap. Flow
+$5.65M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
64.45%
Holding
311
New
37
Increased
49
Reduced
39
Closed
42
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 2.85% |
| 2 | Healthcare | 0.81% |
| 3 | Technology | 0.51% |
| 4 | Communication Services | 0.43% |
| 5 | Utilities | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WR
301
DELISTED
Westar Energy Inc
WR
| – | – |
-84
| Closed | -$4K |
|
|
XLKS
302
DELISTED
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
| – | – |
-1,977
| Closed | -$123K |
|
|
RHT
303
DELISTED
Red Hat Inc
RHT
| $0 | ﹤0.01% |
7
| – | – |
|
304
Archer Daniels Midland
ADM
$30.1B
| $0 | ﹤0.01% |
14
| – | – |
|
305
American Electric Power
AEP
$59.4B
| $0 | ﹤0.01% |
9
| – | – |
|
306
Allegion
ALLE
$14.6B
| – | – |
-6
| Closed | – |
|
307
Applied Materials
AMAT
$128B
| – | – |
-23
| Closed | -$1K |
|
|
ANSS
308
DELISTED
Ansys
ANSS
| $0 | ﹤0.01% |
5
| – | – |
|
309
Air Products & Chemicals
APD
$65.5B
| $0 | ﹤0.01% |
+5
| New | – |
|
310
AngloGold Ashanti
AU
$28.6B
| $0 | ﹤0.01% |
118
| – | – |
|
311
AvalonBay Communities
AVB
$27.9B
| $0 | ﹤0.01% |
3
| – | – |
|