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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.38%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K 0.01%
205
152
$11K 0.01%
150
153
$11K 0.01%
240
+100
154
$11K 0.01%
+857
155
$10K 0.01%
100
156
$10K 0.01%
750
157
$10K 0.01%
275
158
$9K 0.01%
200
159
$9K 0.01%
200
160
$9K 0.01%
126
161
$9K 0.01%
+152
162
$9K 0.01%
125
163
$9K 0.01%
178
164
$9K 0.01%
+992
165
$8K 0.01%
600
166
$8K 0.01%
660
167
$8K 0.01%
62
168
$7K 0.01%
553
169
$7K 0.01%
1,838
170
$6K ﹤0.01%
174
-3
171
$6K ﹤0.01%
108
172
$6K ﹤0.01%
52
-151
173
$6K ﹤0.01%
502
174
$5K ﹤0.01%
100
175
$5K ﹤0.01%
57
5 6
7
8 9