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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.38%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.02%
158
102
$24K 0.02%
237
103
$24K 0.02%
1,250
104
$24K 0.02%
379
105
$24K 0.02%
199
106
$23K 0.02%
912
107
$23K 0.02%
200
108
$23K 0.02%
900
109
$22K 0.02%
210
110
$22K 0.02%
1,200
111
$21K 0.01%
392
112
$21K 0.01%
+543
113
$21K 0.01%
+1,755
114
$20K 0.01%
270
115
$20K 0.01%
150
116
$20K 0.01%
+760
117
$20K 0.01%
+915
118
$19K 0.01%
100
119
$19K 0.01%
244
120
$19K 0.01%
439
121
$19K 0.01%
165
122
$19K 0.01%
1,200
123
$18K 0.01%
+207
124
$18K 0.01%
245
125
$18K 0.01%
200
3 4
5
6 7