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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.34%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.08%
2,218
+125
52
$106K 0.08%
939
53
$102K 0.07%
800
54
$99K 0.07%
2,000
55
$97K 0.07%
734
56
$94K 0.07%
1,691
57
$85K 0.06%
858
+18
58
$84K 0.06%
764
+1
59
$81K 0.06%
1,507
60
$76K 0.05%
494
61
$74K 0.05%
1,174
62
$69K 0.05%
419
63
$68K 0.05%
1,076
-289
64
$63K 0.04%
2,448
+6
65
$62K 0.04%
282
-37
66
$60K 0.04%
+1,152
67
$60K 0.04%
741
-365
68
$58K 0.04%
2,214
69
$55K 0.04%
952
70
$53K 0.04%
1,000
71
$52K 0.04%
2,000
72
$51K 0.04%
680
73
$50K 0.04%
200
74
$49K 0.03%
464
+99
75
$48K 0.03%
629
1 2
3
4 5