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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

Sector Composition

1 Financials 2.85%
2 Healthcare 0.81%
3 Technology 0.51%
4 Communication Services 0.43%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
150
127
$16K 0.01%
274
128
$16K 0.01%
334
129
$16K 0.01%
198
130
$16K 0.01%
122
131
$16K 0.01%
150
132
$15K 0.01%
4
133
$15K 0.01%
268
+63
134
$14K 0.01%
500
-110
135
$14K 0.01%
188
136
$14K 0.01%
105
137
$14K 0.01%
108
+8
138
$14K 0.01%
1,498
139
$13K 0.01%
885
140
$13K 0.01%
208
141
$13K 0.01%
212
142
$12K 0.01%
1,200
143
$11K ﹤0.01%
230
+30
144
$11K ﹤0.01%
600
-600
145
$10K ﹤0.01%
110
+10
146
$10K ﹤0.01%
100
147
$10K ﹤0.01%
217
148
$10K ﹤0.01%
+100
149
$10K ﹤0.01%
50
150
$10K ﹤0.01%
750
4 5
6
7 8