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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.02%
567
-790
127
$51K 0.02%
1,123
-26
128
$51K 0.02%
952
129
$50K 0.02%
1,614
-24
130
$50K 0.02%
1,000
131
$50K 0.02%
741
-288
132
$50K 0.02%
+1,936
133
$49K 0.02%
348
-10
134
$49K 0.02%
748
135
$48K 0.02%
464
136
$47K 0.02%
+599
137
$43K 0.02%
+407
138
$42K 0.02%
521
139
$40K 0.02%
102
-63
140
$39K 0.02%
243
-3
141
$39K 0.02%
232
-14
142
$38K 0.02%
+1,032
143
$37K 0.02%
750
-82
144
$37K 0.02%
170
-9
145
$36K 0.02%
1,800
146
$35K 0.02%
2,851
+12
147
$34K 0.02%
600
-725
148
$31K 0.01%
208
149
$31K 0.01%
778
150
$29K 0.01%
750
4 5
6
7 8