GWA
Guidant Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+4.27%
1 Year Return
+0.85%
3 Year Return
+17.76%
5 Year Return
–
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+8%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
5.42%
Top 10 Holdings %
Top 10 Hldgs %
43.85%
Holding
221
New
17
Increased
48
Reduced
39
Closed
3
Top Buys
| 1 |
Vanguard Extended Market ETF
VXF
|
$1.57M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.38M |
| 3 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
$1.35M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.22M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.12M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.29M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$866K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$863K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$775K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$713K |
Sector Composition
| 1 | Financials | 3.45% |
| 2 | Healthcare | 0.92% |
| 3 | Technology | 0.39% |
| 4 | Consumer Staples | 0.35% |
| 5 | Utilities | 0.33% |
