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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27K 0.01%
404
+159
152
$26K 0.01%
1,000
-2,050
153
$25K 0.01%
392
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154
$24K 0.01%
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155
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100
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156
$24K 0.01%
+985
157
$23K 0.01%
+369
158
$23K 0.01%
912
159
$23K 0.01%
100
160
$22K 0.01%
314
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161
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100
-7
162
$22K 0.01%
224
163
$21K 0.01%
150
164
$21K 0.01%
527
-81
165
$20K 0.01%
661
+402
166
$20K 0.01%
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167
$20K 0.01%
182
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168
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915
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$20K 0.01%
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$19K 0.01%
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$18K 0.01%
244
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173
$18K 0.01%
149
174
$17K 0.01%
300
-15
175
$17K 0.01%
200
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