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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$66K 0.03%
510
102
$64K 0.03%
872
-164
103
$64K 0.03%
515
+315
104
$62K 0.03%
767
-3,764
105
$59K 0.03%
825
106
$56K 0.03%
1,800
107
$56K 0.03%
+2,436
108
$55K 0.03%
2,000
109
$54K 0.03%
1,144
110
$54K 0.03%
1,000
111
$50K 0.03%
1,936
112
$47K 0.02%
+629
113
$47K 0.02%
952
114
$46K 0.02%
+1,060
115
$46K 0.02%
200
116
$46K 0.02%
415
+315
117
$43K 0.02%
1,032
118
$43K 0.02%
978
119
$40K 0.02%
348
120
$38K 0.02%
1,614
121
$36K 0.02%
+735
122
$34K 0.02%
232
+182
123
$33K 0.02%
279
124
$31K 0.02%
345
125
$30K 0.02%
483
3 4
5
6 7