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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.34%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.03%
348
77
$47K 0.03%
264
78
$43K 0.03%
1,614
79
$41K 0.03%
1,204
80
$39K 0.03%
978
81
$38K 0.03%
364
82
$38K 0.03%
84
83
$38K 0.03%
1,230
84
$38K 0.03%
1,800
85
$36K 0.03%
374
86
$35K 0.02%
580
87
$35K 0.02%
269
88
$34K 0.02%
848
89
$34K 0.02%
750
90
$33K 0.02%
697
91
$33K 0.02%
364
92
$31K 0.02%
336
93
$30K 0.02%
916
94
$28K 0.02%
+2,090
95
$26K 0.02%
208
96
$26K 0.02%
345
97
$26K 0.02%
84
98
$25K 0.02%
168
99
$25K 0.02%
224
100
$24K 0.02%
158
2 3
4
5 6