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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

Sector Composition

1 Financials 2.85%
2 Healthcare 0.81%
3 Technology 0.51%
4 Communication Services 0.43%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K 0.05%
2,534
+34
52
$113K 0.05%
1,267
53
$110K 0.05%
2,246
54
$106K 0.05%
800
55
$104K 0.05%
500
56
$104K 0.05%
2,081
+10
57
$98K 0.04%
3,993
-2,769
58
$96K 0.04%
1,691
59
$95K 0.04%
689
-10
60
$94K 0.04%
1,213
-28
61
$92K 0.04%
877
62
$90K 0.04%
1,325
-350
63
$89K 0.04%
1,261
64
$88K 0.04%
1,076
65
$83K 0.04%
168
+1
66
$77K 0.03%
+2,271
67
$65K 0.03%
2,483
+20
68
$64K 0.03%
1,152
69
$63K 0.03%
1,318
70
$62K 0.03%
515
-31
71
$60K 0.03%
264
-21
72
$60K 0.03%
748
-19
73
$60K 0.03%
741
74
$58K 0.03%
358
75
$57K 0.02%
+1,220
1 2
3
4 5