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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
+125
152
$11K 0.01%
+248
153
$11K 0.01%
+100
154
$11K 0.01%
+264
155
$11K 0.01%
+750
156
$10K 0.01%
+360
157
$10K 0.01%
+421
158
$10K 0.01%
+2,000
159
$10K 0.01%
+100
160
$10K 0.01%
+154
161
$10K 0.01%
+192
162
$10K 0.01%
+300
163
$10K 0.01%
+200
164
$10K 0.01%
+87
165
$9K 0.01%
+101
166
$9K 0.01%
+752
167
$9K 0.01%
+340
168
$9K 0.01%
+86
169
$9K 0.01%
+205
170
$9K 0.01%
+327
171
$8K ﹤0.01%
+500
172
$8K ﹤0.01%
+1,838
173
$8K ﹤0.01%
+553
174
$8K ﹤0.01%
+150
175
$7K ﹤0.01%
+178
5 6
7
8 9