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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.23%
+23,801
27
$1.98M 1.22%
+78,728
28
$1.92M 1.18%
+42,380
29
$1.84M 1.13%
+17,172
30
$1.79M 1.11%
+16,065
31
$1.75M 1.08%
+70,962
32
$1.74M 1.07%
+65,436
33
$1.39M 0.85%
+54,991
34
$1.35M 0.83%
+52,599
35
$1.35M 0.83%
+195,632
36
$1.29M 0.79%
+26,586
37
$1.21M 0.74%
+14,449
38
$1.09M 0.67%
+12,533
39
$1.07M 0.66%
+10,375
40
$1M 0.62%
+66,555
41
$978K 0.6%
+19,314
42
$905K 0.56%
+8,588
43
$887K 0.55%
+6,795
44
$862K 0.53%
+7,675
45
$858K 0.53%
+7,165
46
$811K 0.5%
+10,108
47
$757K 0.47%
+15,271
48
$750K 0.46%
+8,113
49
$688K 0.42%
+19,237
50
$677K 0.42%
+3,136
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