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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.48%
21,821
-11,020
27
$2.6M 1.48%
22,222
-5,437
28
$2.58M 1.46%
21,008
+15,048
29
$2.33M 1.32%
57,918
-11,150
30
$2.24M 1.27%
27,160
+3,359
31
$2.09M 1.18%
40,810
+2,496
32
$2.05M 1.16%
64,281
-10,845
33
$1.79M 1.02%
21,954
-16,765
34
$1.64M 0.93%
13,892
-11,398
35
$1.5M 0.85%
60,245
+40,180
36
$1.47M 0.84%
51,978
-13,458
37
$1.35M 0.77%
49,137
-21,825
38
$1.28M 0.72%
28,024
-14,356
39
$1.19M 0.68%
46,928
-5,671
40
$1.11M 0.63%
10,375
41
$1.08M 0.61%
23,005
-3,581
42
$1.01M 0.57%
11,547
-986
43
$898K 0.51%
7,165
44
$854K 0.48%
17,216
-2,098
45
$853K 0.48%
10,107
-1
46
$772K 0.44%
18,946
-291
47
$693K 0.39%
27,533
+12,173
48
$669K 0.38%
13,583
-1,688
49
$667K 0.38%
2,921
-215
50
$580K 0.33%
9,274
-607
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