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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16K 0.01%
+331
152
$16K 0.01%
200
153
$15K 0.01%
40
154
$15K 0.01%
188
155
$15K 0.01%
4
156
$15K 0.01%
100
157
$14K 0.01%
222
-168
158
$13K 0.01%
77
159
$13K 0.01%
360
160
$13K 0.01%
100
161
$13K 0.01%
100
162
$13K 0.01%
100
163
$13K 0.01%
94
164
$12K 0.01%
130
+88
165
$12K 0.01%
100
166
$12K 0.01%
78
167
$11K 0.01%
205
168
$11K 0.01%
750
169
$10K 0.01%
+259
170
$10K 0.01%
+70
171
$10K 0.01%
+2,000
172
$10K 0.01%
100
173
$10K 0.01%
200
174
$10K 0.01%
86
175
$10K 0.01%
600
5 6
7
8 9