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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$652K 0.4%
+5,960
52
$598K 0.37%
+9,881
53
$511K 0.31%
+20,065
54
$500K 0.31%
+19,376
55
$388K 0.24%
+15,360
56
$339K 0.21%
+11,255
57
$280K 0.17%
+4,009
58
$277K 0.17%
+10,848
59
$266K 0.16%
+2,542
60
$259K 0.16%
+5,500
61
$245K 0.15%
+4,980
62
$242K 0.15%
+9,156
63
$233K 0.14%
+3,224
64
$193K 0.12%
+3,061
65
$186K 0.11%
+6,843
66
$185K 0.11%
+6,564
67
$171K 0.11%
+2,107
68
$167K 0.1%
+4,468
69
$147K 0.09%
+3,422
70
$140K 0.09%
+5,376
71
$130K 0.08%
+3,087
72
$126K 0.08%
+2,220
73
$122K 0.08%
+1,361
74
$115K 0.07%
+4,506
75
$107K 0.07%
+4,779
1 2
3
4 5