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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.12%
+1,023
77
$248K 0.12%
+10,415
78
$236K 0.11%
2,858
-175
79
$226K 0.11%
+2,311
80
$216K 0.1%
1,406
81
$208K 0.1%
7,442
-2,070
82
$192K 0.09%
2,304
-451
83
$189K 0.09%
4,468
-3,159
84
$181K 0.08%
3,781
-7,401
85
$180K 0.08%
3,175
-4,424
86
$178K 0.08%
+6,073
87
$171K 0.08%
+3,628
88
$151K 0.07%
+3,941
89
$145K 0.07%
2,953
+6
90
$138K 0.06%
6,443
-2,236
91
$137K 0.06%
+2,640
92
$137K 0.06%
+5,818
93
$134K 0.06%
4,779
94
$126K 0.06%
2,314
95
$123K 0.06%
800
96
$111K 0.05%
1,218
-11
97
$110K 0.05%
2,140
-4,960
98
$106K 0.05%
2,214
-32
99
$104K 0.05%
1,400
-505
100
$103K 0.05%
1,848
-244
2 3
4
5 6