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
$194M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$420K
3
+$387K
4
DJCI
ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039
DJCI
+$304K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$302K

Top Sells

1
+$1.34M
2
+$929K
3
+$771K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$480K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$388K

Sector Composition

1 Financials 3.62%
2 Healthcare 1.08%
3 Technology 0.41%
4 Consumer Staples 0.39%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
+150
177
$15K 0.01%
360
178
$15K 0.01%
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179
$15K 0.01%
200
180
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100
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4
183
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184
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185
$14K 0.01%
94
186
$13K 0.01%
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187
$13K 0.01%
100
188
$13K 0.01%
+156
189
$12K 0.01%
+117
190
$12K 0.01%
500
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191
$11K 0.01%
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$11K 0.01%
205
193
$10K 0.01%
2,000
194
$10K 0.01%
100
195
$10K 0.01%
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196
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150
197
$10K 0.01%
86
198
$10K 0.01%
600
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$9K ﹤0.01%
178
200
$9K ﹤0.01%
125
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