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
$194M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$420K
3
+$387K
4
DJCI
ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039
DJCI
+$304K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$302K

Top Sells

1
+$1.34M
2
+$929K
3
+$771K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$480K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K

Sector Composition

1 Financials 3.62%
2 Healthcare 1.08%
3 Technology 0.41%
4 Consumer Staples 0.39%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35K 0.02%
+1,230
127
$34K 0.02%
580
+266
128
$34K 0.02%
279
129
$34K 0.02%
+374
130
$33K 0.02%
848
+589
131
$32K 0.02%
750
132
$31K 0.02%
483
133
$31K 0.02%
+697
134
$30K 0.02%
336
135
$28K 0.01%
916
+796
136
$28K 0.01%
345
137
$28K 0.01%
+364
138
$28K 0.01%
269
139
$27K 0.01%
224
140
$26K 0.01%
208
141
$25K 0.01%
199
+113
142
$24K 0.01%
168
+68
143
$24K 0.01%
+1,200
144
$23K 0.01%
+237
145
$23K 0.01%
+84
146
$23K 0.01%
210
147
$22K 0.01%
+158
148
$22K 0.01%
912
149
$22K 0.01%
392
-1,000
150
$22K 0.01%
200
4 5
6
7 8