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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45K 0.03%
703
102
$45K 0.03%
1,032
103
$45K 0.03%
200
104
$44K 0.02%
401
+300
105
$44K 0.02%
978
106
$40K 0.02%
348
107
$39K 0.02%
952
108
$37K 0.02%
1,614
109
$35K 0.02%
750
110
$34K 0.02%
279
111
$31K 0.02%
+1,200
112
$30K 0.02%
345
113
$29K 0.02%
483
114
$29K 0.02%
+800
115
$28K 0.02%
172
116
$27K 0.02%
390
117
$25K 0.01%
200
118
$25K 0.01%
224
119
$24K 0.01%
269
120
$23K 0.01%
200
121
$23K 0.01%
197
-1
122
$22K 0.01%
208
123
$22K 0.01%
210
124
$21K 0.01%
625
125
$21K 0.01%
900
3 4
5
6 7