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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
+100
177
$7K ﹤0.01%
+100
178
$6K ﹤0.01%
+500
179
$6K ﹤0.01%
+100
180
$6K ﹤0.01%
+140
181
$6K ﹤0.01%
+50
182
$6K ﹤0.01%
+100
183
$6K ﹤0.01%
+200
184
$5K ﹤0.01%
+502
185
$5K ﹤0.01%
+140
186
$5K ﹤0.01%
+164
187
$5K ﹤0.01%
+60
188
$5K ﹤0.01%
+100
189
$5K ﹤0.01%
+84
190
$4K ﹤0.01%
+42
191
$4K ﹤0.01%
+120
192
$4K ﹤0.01%
+102
193
$4K ﹤0.01%
+143
194
$4K ﹤0.01%
+57
195
$4K ﹤0.01%
+25
196
$4K ﹤0.01%
+165
197
$4K ﹤0.01%
+30
198
$3K ﹤0.01%
+101
199
$3K ﹤0.01%
+71
200
$3K ﹤0.01%
+236
5 6 7
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