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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.34%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.01%
+207
127
$17K 0.01%
1,225
128
$17K 0.01%
+774
129
$17K 0.01%
1,516
130
$17K 0.01%
+432
131
$17K 0.01%
274
132
$17K 0.01%
+1,372
133
$17K 0.01%
132
134
$17K 0.01%
4
135
$17K 0.01%
277
136
$17K 0.01%
350
137
$17K 0.01%
+213
138
$16K 0.01%
169
139
$16K 0.01%
100
140
$16K 0.01%
94
141
$15K 0.01%
188
142
$15K 0.01%
200
143
$14K 0.01%
79
144
$14K 0.01%
77
145
$14K 0.01%
212
146
$13K 0.01%
117
147
$13K 0.01%
100
148
$13K 0.01%
2,485
+485
149
$13K 0.01%
198
150
$12K 0.01%
500
4 5
6
7 8