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
$269M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$3.71M
3
+$2.56M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.4M

Top Sells

1
+$7.78M
2
+$2.64M
3
+$1.35M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.14M
5
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$1.1M

Sector Composition

1 Financials 2.71%
2 Healthcare 0.75%
3 Communication Services 0.56%
4 Technology 0.43%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
51
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$823K 0.31%
16,784
RWO icon
52
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
$820K 0.3%
15,815
-1,005
GSLC icon
53
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$817K 0.3%
13,642
+45
VIOG icon
54
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$863M
$782K 0.29%
10,188
DES icon
55
WisdomTree US SmallCap Dividend Fund
DES
$1.84B
$761K 0.28%
27,789
-1,293
VT icon
56
Vanguard Total World Stock ETF
VT
$54.2B
$752K 0.28%
10,045
+2
MDYG icon
57
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$708K 0.26%
13,177
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$14.6B
$704K 0.26%
18,751
-70,195
AAPL icon
59
Apple
AAPL
$3.74T
$664K 0.25%
11,852
+16
GSG icon
60
iShares S&P GSCI Commodity-Indexed Trust
GSG
$973M
$662K 0.25%
44,002
-14,808
SCHD icon
61
Schwab US Dividend Equity ETF
SCHD
$70B
$653K 0.24%
35,787
+270
WBA
62
DELISTED
Walgreens Boots Alliance
WBA
$652K 0.24%
11,792
-106
SLYV icon
63
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.05B
$639K 0.24%
10,426
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$3.06T
$628K 0.23%
10,280
VYM icon
65
Vanguard High Dividend Yield ETF
VYM
$64.9B
$573K 0.21%
6,463
MDYV icon
66
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.41B
$555K 0.21%
10,815
+1
ILCG icon
67
iShares Morningstar Growth ETF
ILCG
$3.05B
$551K 0.2%
14,385
IWM icon
68
iShares Russell 2000 ETF
IWM
$69.9B
$544K 0.2%
3,596
VHT icon
69
Vanguard Health Care ETF
VHT
$15.9B
$531K 0.2%
3,168
IVOG icon
70
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.14B
$528K 0.2%
7,578
XLY icon
71
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$512K 0.19%
4,245
+1
HYG icon
72
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$510K 0.19%
5,855
-13,131
PSK icon
73
SPDR ICE Preferred Securities ETF
PSK
$821M
$473K 0.18%
10,706
-5,733
LQD icon
74
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$462K 0.17%
3,624
IBDQ icon
75
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$443K 0.16%
17,118
+11,300
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3
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