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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.32%
+45,402
27
$2.7M 1.26%
47,466
-93,570
28
$2.6M 1.21%
34,888
-4,141
29
$2.18M 1.01%
51,550
-168,412
30
$2.02M 0.94%
+79,592
31
$1.84M 0.86%
+14,435
32
$1.67M 0.78%
+15,558
33
$1.62M 0.76%
+51,368
34
$1.61M 0.75%
19,822
+5,091
35
$1.56M 0.73%
15,447
-32,608
36
$1.52M 0.71%
60,038
-1,231,952
37
$1.36M 0.63%
+10,375
38
$1.36M 0.63%
+53,319
39
$1.24M 0.58%
+70,745
40
$1.21M 0.57%
+37,542
41
$1.15M 0.54%
+21,906
42
$1.11M 0.52%
23,206
+6,136
43
$1.07M 0.5%
+18,818
44
$966K 0.45%
21,843
-3,598
45
$961K 0.45%
+67,812
46
$954K 0.45%
13,969
-397
47
$929K 0.43%
+20,400
48
$921K 0.43%
29,824
-6,620
49
$914K 0.43%
11,978
+136
50
$858K 0.4%
+31,862
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