GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.45M
3
+$7.24M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.43M

Top Sells

1
+$121K
2
+$39.7K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
NEE icon
NextEra Energy
NEE
+$34.9K

Sector Composition

1 Financials 3.76%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$121K 0.05%
1,675
-59
52
$117K 0.05%
800
53
$116K 0.05%
2,218
54
$114K 0.05%
1,267
+1,067
55
$110K 0.05%
1,208
+2
56
$102K 0.05%
689
-108
57
$102K 0.05%
1,691
58
$96K 0.04%
+1,250
59
$94K 0.04%
858
60
$93K 0.04%
494
61
$89K 0.04%
859
62
$87K 0.04%
165
+81
63
$80K 0.04%
1,076
64
$80K 0.04%
2,214
65
$79K 0.04%
+1,327
66
$77K 0.03%
748
-191
67
$76K 0.03%
1,152
68
$75K 0.03%
282
69
$73K 0.03%
515
-219
70
$71K 0.03%
+6,000
71
$67K 0.03%
2,458
+10
72
$67K 0.03%
1,220
-287
73
$64K 0.03%
741
74
$60K 0.03%
1,318
+886
75
$57K 0.03%
1,000
1 2
3
4 5