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
$194M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$420K
3
+$387K
4
DJCI
ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039
DJCI
+$304K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$302K

Top Sells

1
+$1.34M
2
+$929K
3
+$771K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$480K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K

Sector Composition

1 Financials 3.62%
2 Healthcare 1.08%
3 Technology 0.41%
4 Consumer Staples 0.39%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.01%
+375
152
$22K 0.01%
900
153
$21K 0.01%
625
154
$21K 0.01%
+379
155
$20K 0.01%
203
156
$20K 0.01%
165
+65
157
$19K 0.01%
244
158
$19K 0.01%
135
159
$19K 0.01%
125
160
$19K 0.01%
1,200
161
$18K 0.01%
270
+199
162
$18K 0.01%
+169
163
$18K 0.01%
245
164
$18K 0.01%
+277
165
$17K 0.01%
200
166
$17K 0.01%
150
167
$17K 0.01%
331
168
$17K 0.01%
149
169
$17K 0.01%
100
170
$16K 0.01%
+1,516
171
$16K 0.01%
134
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172
$16K 0.01%
274
173
$16K 0.01%
+132
174
$16K 0.01%
+350
175
$15K 0.01%
188
5 6
7
8 9