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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.01%
+244
127
$18K 0.01%
+149
128
$18K 0.01%
+166
129
$17K 0.01%
+150
130
$17K 0.01%
+274
131
$17K 0.01%
+157
132
$17K 0.01%
+527
133
$17K 0.01%
+210
134
$17K 0.01%
+900
135
$16K 0.01%
+1,225
136
$16K 0.01%
+245
137
$16K 0.01%
+100
138
$15K 0.01%
+188
139
$15K 0.01%
+762
140
$14K 0.01%
+4
141
$14K 0.01%
+200
142
$14K 0.01%
+300
143
$14K 0.01%
+40
144
$14K 0.01%
+370
145
$14K 0.01%
+200
146
$13K 0.01%
+77
147
$12K 0.01%
+100
148
$12K 0.01%
+100
149
$12K 0.01%
+100
150
$12K 0.01%
+94
4 5
6
7 8