GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+1.95%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+1.7%)
Cap. Flow
-$791K
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
45.11%
Holding
247
New
29
Increased
61
Reduced
40
Closed
9
Top Buys
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.34M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$929K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$771K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$480K |
| 5 |
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% |
