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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$654K 0.34%
13,206
-377
52
$638K 0.33%
2,702
-219
53
$591K 0.31%
9,101
-173
54
$510K 0.27%
4,688
-58
55
$502K 0.26%
20,163
+6,205
56
$442K 0.23%
17,182
+10,240
57
$356K 0.19%
14,399
+6,158
58
$343K 0.18%
4,009
59
$297K 0.16%
9,497
60
$281K 0.15%
+8,608
61
$264K 0.14%
9,348
+1,284
62
$254K 0.13%
4,748
-232
63
$250K 0.13%
2,189
64
$227K 0.12%
2,927
-330
65
$211K 0.11%
4,066
+3,363
66
$201K 0.11%
4,072
-198
67
$198K 0.1%
3,061
68
$185K 0.1%
1,406
+1,206
69
$183K 0.1%
6,165
-771
70
$182K 0.1%
1,678
-916
71
$181K 0.1%
4,468
72
$162K 0.09%
6,368
+349
73
$160K 0.08%
2,025
74
$157K 0.08%
1,488
-3,160
75
$144K 0.08%
3,287
+200
1 2
3
4 5