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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.07%
+2,094
77
$98K 0.06%
+800
78
$97K 0.06%
+877
79
$96K 0.06%
+1,436
80
$88K 0.05%
+3,248
81
$87K 0.05%
+909
82
$80K 0.05%
+3,221
83
$78K 0.05%
+451
84
$78K 0.05%
+1,076
85
$75K 0.05%
+591
86
$75K 0.05%
+870
87
$71K 0.04%
+1,036
88
$69K 0.04%
+2,685
89
$64K 0.04%
+500
90
$62K 0.04%
+510
91
$61K 0.04%
+986
92
$57K 0.04%
+1,058
93
$55K 0.03%
+2,214
94
$52K 0.03%
+1,144
95
$52K 0.03%
+1,000
96
$47K 0.03%
+1,000
97
$46K 0.03%
+450
98
$44K 0.03%
+952
99
$43K 0.03%
+200
100
$42K 0.03%
+978
2 3
4
5 6