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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

Sector Composition

1 Financials 2.85%
2 Healthcare 0.81%
3 Technology 0.51%
4 Communication Services 0.43%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
259
152
$8K ﹤0.01%
83
153
$8K ﹤0.01%
125
154
$8K ﹤0.01%
63
155
$8K ﹤0.01%
2,485
156
$8K ﹤0.01%
553
157
$8K ﹤0.01%
660
158
$7K ﹤0.01%
992
159
$7K ﹤0.01%
182
160
$7K ﹤0.01%
502
161
$7K ﹤0.01%
167
-2
162
$7K ﹤0.01%
165
163
$7K ﹤0.01%
108
164
$7K ﹤0.01%
600
165
$6K ﹤0.01%
178
166
$6K ﹤0.01%
57
167
$6K ﹤0.01%
53
+1
168
$6K ﹤0.01%
1,838
169
$5K ﹤0.01%
200
170
$5K ﹤0.01%
35
171
$4K ﹤0.01%
+84
172
$4K ﹤0.01%
398
+56
173
$4K ﹤0.01%
100
174
$4K ﹤0.01%
236
175
$3K ﹤0.01%
101
-9
5 6
7
8 9