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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$857K 0.4%
+61,128
52
$851K 0.4%
5,105
-708
53
$793K 0.37%
+16,823
54
$780K 0.36%
+31,822
55
$751K 0.35%
+29,324
56
$733K 0.34%
+10,610
57
$718K 0.33%
18,220
-1,460
58
$705K 0.33%
+17,822
59
$696K 0.32%
+13,214
60
$667K 0.31%
+10,197
61
$647K 0.3%
21,834
62
$612K 0.29%
+13,358
63
$581K 0.27%
+10,799
64
$499K 0.23%
+6,404
65
$475K 0.22%
+19,671
66
$469K 0.22%
4,306
-150
67
$446K 0.21%
+7,578
68
$413K 0.19%
+3,669
69
$396K 0.18%
+12,515
70
$389K 0.18%
4,220
71
$379K 0.18%
+2,834
72
$377K 0.18%
+8,519
73
$309K 0.14%
7,112
-16
74
$304K 0.14%
4,205
-166
75
$278K 0.13%
+2,509
1 2
3
4 5