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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

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 Change
in Stake 		Capital Flow
26
$1.05M 0.46%
11,842
27
$920K 0.4%
19,680
+152
28
$886K 0.39%
14,497
+28
29
$849K 0.37%
17,116
-18
30
$610K 0.27%
19,309
31
$555K 0.24%
11,374
-667
32
$484K 0.21%
4,456
-77
33
$397K 0.17%
4,271
-21
34
$300K 0.13%
7,120
+16
35
$289K 0.13%
5,100
36
$286K 0.12%
2,755
+11
37
$277K 0.12%
3,029
38
$267K 0.12%
9,512
39
$266K 0.12%
4,371
-64
40
$263K 0.11%
3,080
+2,000
41
$242K 0.11%
1,406
42
$232K 0.1%
7,627
-3,159
43
$212K 0.09%
8,752
44
$167K 0.07%
9,588
-390
45
$158K 0.07%
1,357
-64
46
$143K 0.06%
1,905
47
$135K 0.06%
2,941
+7
48
$131K 0.06%
4,779
49
$126K 0.05%
2,314
50
$121K 0.05%
305
+200
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