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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$517K 0.29%
4,746
-2,929
52
$486K 0.28%
4,648
-12,524
53
$467K 0.26%
18,403
-973
54
$368K 0.21%
4,531
-9,918
55
$361K 0.2%
4,009
56
$346K 0.2%
13,958
+3,110
57
$334K 0.19%
13,096
+7,720
58
$291K 0.16%
9,497
-1,758
59
$282K 0.16%
2,594
-13,471
60
$260K 0.15%
4,980
61
$247K 0.14%
2,189
-353
62
$245K 0.14%
1,825
+1,325
63
$243K 0.14%
3,257
+33
64
$240K 0.14%
9,458
+4,679
65
$228K 0.13%
+8,064
66
$208K 0.12%
6,936
+93
67
$203K 0.12%
8,241
+3,735
68
$202K 0.11%
4,270
-1,230
69
$197K 0.11%
6,564
70
$187K 0.11%
3,061
71
$177K 0.1%
6,942
+6,615
72
$174K 0.1%
4,468
73
$158K 0.09%
2,025
-82
74
$153K 0.09%
6,019
+3,334
75
$141K 0.08%
1,361
1 2
3
4 5