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
$141M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$462K
3
+$427K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$407K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$380K

Top Sells

1
+$6.45M
2
+$5.34M
3
+$4.73M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$4.72M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$4.58M

Sector Composition

1 Financials 5.34%
2 Healthcare 1.48%
3 Technology 0.66%
4 Utilities 0.52%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
101
177
$4K ﹤0.01%
91
-11
178
$4K ﹤0.01%
236
179
$4K ﹤0.01%
164
180
$4K ﹤0.01%
30
181
$4K ﹤0.01%
84
182
$3K ﹤0.01%
26
-16
183
$3K ﹤0.01%
752
184
$2K ﹤0.01%
70
185
$2K ﹤0.01%
+140
186
$2K ﹤0.01%
100
187
$2K ﹤0.01%
143
188
$2K ﹤0.01%
+73
189
$2K ﹤0.01%
80
190
$2K ﹤0.01%
165
191
$1K ﹤0.01%
+118
192
– –
-135
193
– –
-483
194
– –
-423
195
$0 ﹤0.01%
+8
196
– –
-811
197
– –
-38,571
198
– –
-57,519
199
– –
-82,754
200
– –
-134
6 7
8
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