GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+3.16%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.69%
Holding
209
New
206
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$9.52M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$8.89M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.57M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.34M |
| 5 |
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% |
