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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.34%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$964K 0.68%
6,224
27
$869K 0.62%
17,204
+10
28
$863K 0.61%
19,309
+363
29
$627K 0.45%
16,116
+348
30
$600K 0.43%
12,131
-557
31
$502K 0.36%
4,533
-185
32
$410K 0.29%
4,523
+1,232
33
$371K 0.26%
4,009
34
$353K 0.25%
9,544
+8
35
$337K 0.24%
6,762
36
$272K 0.19%
9,427
37
$263K 0.19%
9,428
+80
38
$240K 0.17%
4,131
39
$223K 0.16%
4,080
+375
40
$207K 0.15%
1,406
41
$199K 0.14%
4,468
42
$164K 0.12%
2,044
-5
43
$144K 0.1%
1,335
44
$139K 0.1%
2,923
+5
45
$137K 0.1%
4,779
46
$129K 0.09%
2,314
47
$122K 0.09%
1,734
48
$119K 0.08%
+859
49
$111K 0.08%
1,206
+2
50
$109K 0.08%
797
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