GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+3.28%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$223M
AUM Growth
+$223M
(+59%)
Cap. Flow
+$74.9M
Cap. Flow
% of AUM
33.52%
Top 10 Holdings %
Top 10 Hldgs %
62.47%
Holding
214
New
18
Increased
50
Reduced
27
Closed
22
Top Buys
| 1 |
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
|
$26.4M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.87M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$6.65M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$5.48M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$4.95M |
Top Sells
| 1 |
Northern Trust
NTRS
|
$130K |
| 2 |
PepsiCo
PEP
|
$41K |
| 3 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$38K |
| 4 |
JPMorgan Chase
JPM
|
$36K |
| 5 |
Home Depot
HD
|
$35.5K |
Sector Composition
| 1 | Financials | 3.73% |
| 2 | Healthcare | 0.95% |
| 3 | Technology | 0.49% |
| 4 | Communication Services | 0.42% |
| 5 | Consumer Staples | 0.31% |
