GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.45M
3
+$7.24M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.43M

Top Sells

1
+$121K
2
+$39.7K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
NEE icon
NextEra Energy
NEE
+$34.9K

Sector Composition

1 Financials 3.76%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
125
152
$9K ﹤0.01%
152
153
$9K ﹤0.01%
2,485
154
$9K ﹤0.01%
553
155
$9K ﹤0.01%
200
156
$8K ﹤0.01%
83
-281
157
$7K ﹤0.01%
992
158
$7K ﹤0.01%
1,838
159
$7K ﹤0.01%
108
160
$7K ﹤0.01%
+50
161
$7K ﹤0.01%
600
162
$6K ﹤0.01%
502
163
$6K ﹤0.01%
172
-2
164
$6K ﹤0.01%
52
165
$6K ﹤0.01%
+200
166
$6K ﹤0.01%
660
167
$5K ﹤0.01%
236
168
$5K ﹤0.01%
57
169
$5K ﹤0.01%
164
170
$4K ﹤0.01%
101
171
$4K ﹤0.01%
26
172
$4K ﹤0.01%
120
-796
173
$4K ﹤0.01%
+342
174
$4K ﹤0.01%
+100
175
$4K ﹤0.01%
91
5 6
7
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