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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.02%
+336
127
$30K 0.02%
750
128
$29K 0.02%
800
129
$26K 0.01%
224
130
$26K 0.01%
269
131
$22K 0.01%
+203
132
$22K 0.01%
208
133
$22K 0.01%
210
134
$22K 0.01%
1,200
135
$21K 0.01%
625
136
$21K 0.01%
912
137
$21K 0.01%
200
+3
138
$21K 0.01%
900
139
$19K 0.01%
244
140
$19K 0.01%
314
141
$18K 0.01%
135
-456
142
$17K 0.01%
150
143
$17K 0.01%
149
144
$17K 0.01%
274
145
$17K 0.01%
+125
146
$17K 0.01%
527
147
$17K 0.01%
245
148
$16K 0.01%
1,225
149
$16K 0.01%
700
+200
150
$16K 0.01%
200
4 5
6
7 8