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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

Sector Composition

1 Financials 2.85%
2 Healthcare 0.81%
3 Technology 0.51%
4 Communication Services 0.43%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.02%
1,149
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77
$56K 0.02%
644
78
$56K 0.02%
561
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$54K 0.02%
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80
$52K 0.02%
952
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82
$47K 0.02%
246
83
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464
84
$47K 0.02%
434
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$46K 0.02%
832
+35
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$45K 0.02%
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-57
87
$43K 0.02%
220
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$42K 0.02%
1,800
89
$41K 0.02%
179
90
$39K 0.02%
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$37K 0.02%
450
92
$37K 0.02%
275
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93
$36K 0.02%
2,828
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94
$35K 0.02%
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95
$34K 0.01%
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96
$32K 0.01%
197
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$31K 0.01%
105
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98
$31K 0.01%
401
-401
99
$30K 0.01%
954
+175
100
$29K 0.01%
208
-5
2 3
4
5 6