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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$102K 0.05%
+1,299
102
$100K 0.05%
494
-6
103
$99K 0.05%
2,500
-34
104
$92K 0.04%
+3,614
105
$91K 0.04%
836
-42
106
$88K 0.04%
1,691
107
$87K 0.04%
660
-29
108
$87K 0.04%
+3,227
109
$73K 0.03%
1,250
-11
110
$69K 0.03%
+500
111
$67K 0.03%
+2,900
112
$67K 0.03%
+510
113
$66K 0.03%
515
-8
114
$66K 0.03%
1,076
115
$64K 0.03%
2,739
+1,452
116
$63K 0.03%
+1,761
117
$63K 0.03%
1,543
+225
118
$62K 0.03%
+1,262
119
$61K 0.03%
6,000
120
$60K 0.03%
2,574
+85
121
$58K 0.03%
780
-2,300
122
$58K 0.03%
235
-1,032
123
$57K 0.03%
629
-15
124
$56K 0.03%
1,220
125
$54K 0.03%
+2,848
3 4
5
6 7