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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$138K 0.07%
1,813
77
$136K 0.07%
1,361
78
$133K 0.07%
4,779
-4,679
79
$130K 0.07%
+2,918
80
$127K 0.07%
2,314
81
$108K 0.06%
1,202
+1,089
82
$107K 0.06%
800
83
$102K 0.05%
2,093
84
$100K 0.05%
4,068
85
$94K 0.05%
840
+439
86
$94K 0.05%
3,563
87
$91K 0.05%
1,784
-203
88
$90K 0.05%
+2,000
89
$86K 0.05%
1,691
+691
90
$84K 0.04%
748
91
$82K 0.04%
494
+322
92
$81K 0.04%
689
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93
$81K 0.04%
1,392
+1,200
94
$79K 0.04%
3,221
95
$71K 0.04%
674
96
$71K 0.04%
870
97
$70K 0.04%
359
-52
98
$69K 0.04%
2,214
99
$68K 0.04%
1,076
+2
100
$68K 0.04%
500
-1,325
2 3
4
5 6