GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.45M
3
+$7.24M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.43M

Top Sells

1
+$121K
2
+$39.7K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
NEE icon
NextEra Energy
NEE
+$34.9K

Sector Composition

1 Financials 3.76%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
+150
127
$17K 0.01%
1,200
128
$16K 0.01%
100
-68
129
$16K 0.01%
314
-266
130
$16K 0.01%
4
131
$15K 0.01%
557
-343
132
$15K 0.01%
500
133
$15K 0.01%
188
134
$15K 0.01%
+1,498
135
$14K 0.01%
198
136
$14K 0.01%
150
137
$13K 0.01%
100
138
$13K 0.01%
212
139
$12K 0.01%
885
-340
140
$12K 0.01%
200
141
$12K 0.01%
275
142
$12K 0.01%
205
143
$11K ﹤0.01%
100
-65
144
$11K ﹤0.01%
+100
145
$11K ﹤0.01%
+100
146
$11K ﹤0.01%
100
147
$10K ﹤0.01%
259
-589
148
$10K ﹤0.01%
200
149
$10K ﹤0.01%
750
150
$9K ﹤0.01%
178
4 5
6
7 8