GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+0.39%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+8.6%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
42.78%
Holding
221
New
12
Increased
34
Reduced
53
Closed
14
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.45M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$3.23M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.19M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$1.95M |
| 5 |
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% |
