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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

Sector Composition

1 Financials 2.85%
2 Healthcare 0.81%
3 Technology 0.51%
4 Communication Services 0.43%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.01%
2,361
+117
102
$27K 0.01%
112
103
$24K 0.01%
200
104
$24K 0.01%
912
105
$24K 0.01%
199
106
$24K 0.01%
224
107
$24K 0.01%
100
108
$23K 0.01%
217
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109
$22K 0.01%
344
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110
$22K 0.01%
166
-13
111
$22K 0.01%
364
+19
112
$21K 0.01%
217
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113
$21K 0.01%
150
114
$21K 0.01%
315
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115
$21K 0.01%
107
116
$20K 0.01%
364
+50
117
$20K 0.01%
608
118
$20K 0.01%
411
119
$20K 0.01%
915
120
$19K 0.01%
251
121
$19K 0.01%
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122
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245
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123
$18K 0.01%
270
-32
124
$17K 0.01%
149
125
$17K 0.01%
110
3 4
5
6 7