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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.34%
47,544
+6,734
27
$2.35M 1.24%
28,386
+1,226
28
$2.29M 1.2%
55,410
-2,508
29
$2.27M 1.19%
18,854
-3,368
30
$2.25M 1.18%
21,736
-7,492
31
$2.09M 1.1%
18,118
-3,703
32
$1.99M 1.04%
61,713
-2,568
33
$1.83M 0.96%
73,456
+13,211
34
$1.61M 0.85%
63,396
+16,468
35
$1.37M 0.72%
46,938
-5,040
36
$1.34M 0.71%
52,585
+34,182
37
$1.22M 0.64%
14,800
-7,154
38
$1.19M 0.62%
14,656
+4,549
39
$1.17M 0.62%
10,375
40
$1.09M 0.57%
22,813
-5,211
41
$1.07M 0.56%
22,741
-264
42
$1.07M 0.56%
40,776
-8,361
43
$999K 0.52%
11,451
-96
44
$964K 0.51%
7,165
45
$894K 0.47%
35,555
+8,022
46
$877K 0.46%
34,315
+21,219
47
$861K 0.45%
17,196
-20
48
$784K 0.41%
18,946
49
$775K 0.41%
6,571
-7,321
50
$668K 0.35%
18,568
+12,004
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