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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.01%
912
127
$18K 0.01%
1,225
128
$18K 0.01%
244
129
$18K 0.01%
157
130
$18K 0.01%
314
131
$17K 0.01%
149
132
$17K 0.01%
274
133
$17K 0.01%
245
134
$16K 0.01%
150
135
$16K 0.01%
527
136
$16K 0.01%
4
137
$15K 0.01%
200
138
$15K 0.01%
40
139
$15K 0.01%
100
140
$14K 0.01%
188
141
$14K 0.01%
200
142
$14K 0.01%
660
-102
143
$13K 0.01%
77
144
$13K 0.01%
360
-700
145
$12K 0.01%
500
146
$12K 0.01%
100
147
$12K 0.01%
100
148
$12K 0.01%
100
149
$12K 0.01%
94
150
$12K 0.01%
78
-60
4 5
6
7 8