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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.77M
3
+$3.07M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.48M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.39M

Top Sells

1
+$3.45M
2
+$3.23M
3
+$2.19M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.76M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6K ﹤0.01%
502
177
$6K ﹤0.01%
+183
178
$6K ﹤0.01%
1,838
179
$6K ﹤0.01%
100
180
$6K ﹤0.01%
100
181
$6K ﹤0.01%
752
182
$6K ﹤0.01%
+108
183
$5K ﹤0.01%
102
184
$5K ﹤0.01%
57
185
$5K ﹤0.01%
60
186
$5K ﹤0.01%
84
187
$4K ﹤0.01%
164
188
$4K ﹤0.01%
25
189
$4K ﹤0.01%
30
190
$4K ﹤0.01%
42
191
$4K ﹤0.01%
120
192
$4K ﹤0.01%
236
193
$4K ﹤0.01%
143
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$4K ﹤0.01%
101
195
$4K ﹤0.01%
71
196
$3K ﹤0.01%
57
-243
197
$3K ﹤0.01%
80
198
$3K ﹤0.01%
165
199
$2K ﹤0.01%
+70
200
$2K ﹤0.01%
+100
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8
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