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
$221M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.02M
3
+$845K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$843K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$774K

Top Sells

1
+$1.13M
2
+$614K
3
+$392K
4
AMZN icon
Amazon
AMZN
+$137K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$129K

Sector Composition

1 Financials 3.25%
2 Healthcare 0.86%
3 Technology 0.48%
4 Communication Services 0.38%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
217
+17
152
$9K ﹤0.01%
50
153
$8K ﹤0.01%
178
154
$8K ﹤0.01%
83
155
$8K ﹤0.01%
553
156
$7K ﹤0.01%
992
157
$7K ﹤0.01%
1,838
158
$7K ﹤0.01%
182
+62
159
$7K ﹤0.01%
125
160
$7K ﹤0.01%
152
161
$7K ﹤0.01%
259
162
$6K ﹤0.01%
502
163
$6K ﹤0.01%
169
-3
164
$6K ﹤0.01%
108
165
$6K ﹤0.01%
600
166
$5K ﹤0.01%
200
167
$5K ﹤0.01%
52
168
$5K ﹤0.01%
57
169
$4K ﹤0.01%
+38
170
$4K ﹤0.01%
110
+9
171
$4K ﹤0.01%
34
+8
172
$4K ﹤0.01%
100
173
$4K ﹤0.01%
91
174
$4K ﹤0.01%
236
175
$4K ﹤0.01%
164
5 6
7
8 9