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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
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+140
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$11K 0.01%
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248
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$11K 0.01%
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+600
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$11K 0.01%
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$11K 0.01%
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$10K 0.01%
86
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$10K 0.01%
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100
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$10K 0.01%
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$9K 0.01%
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$9K 0.01%
113
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$9K 0.01%
500
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$8K ﹤0.01%
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$7K ﹤0.01%
50
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$7K ﹤0.01%
553
174
$7K ﹤0.01%
100
175
$7K ﹤0.01%
100
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7
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