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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$134K 0.08%
+1,813
77
$127K 0.07%
3,087
78
$127K 0.07%
2,314
+94
79
$110K 0.06%
2,093
-1
80
$103K 0.06%
1,987
-1,435
81
$100K 0.06%
+4,068
82
$95K 0.05%
800
83
$93K 0.05%
3,563
+315
84
$80K 0.05%
591
85
$80K 0.05%
3,221
86
$78K 0.04%
411
-40
87
$78K 0.04%
1,036
88
$76K 0.04%
870
89
$75K 0.04%
1,074
-2
90
$71K 0.04%
674
-203
91
$68K 0.04%
748
-161
92
$67K 0.04%
510
93
$67K 0.04%
2,214
94
$58K 0.03%
+1,800
95
$56K 0.03%
825
-161
96
$55K 0.03%
+2,000
97
$52K 0.03%
1,000
98
$51K 0.03%
1,144
99
$51K 0.03%
1,000
100
$51K 0.03%
1,936
-7,220
2 3
4
5 6