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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.03%
+348
102
$40K 0.02%
+1,060
103
$39K 0.02%
+1,614
104
$38K 0.02%
+279
105
$36K 0.02%
+703
106
$36K 0.02%
+3,400
107
$35K 0.02%
+1,032
108
$35K 0.02%
+400
109
$30K 0.02%
+345
110
$28K 0.02%
+483
111
$28K 0.02%
+224
112
$28K 0.02%
+750
113
$26K 0.02%
+172
114
$24K 0.01%
+390
115
$24K 0.01%
+200
116
$24K 0.01%
+200
117
$23K 0.01%
+832
118
$23K 0.01%
+269
119
$21K 0.01%
+912
120
$21K 0.01%
+198
121
$20K 0.01%
+138
122
$19K 0.01%
+314
123
$19K 0.01%
+229
124
$19K 0.01%
+625
125
$18K 0.01%
+208
3 4
5
6 7