GWA

Guidant Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$7.45M
3
+$7.24M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.85M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.43M

Top Sells

1
+$121K
2
+$39.7K
3
+$38K
4
JPM icon
JPMorgan Chase
JPM
+$36K
5
NEE icon
NextEra Energy
NEE
+$34.9K

Sector Composition

1 Financials 3.76%
2 Healthcare 0.95%
3 Technology 0.49%
4 Communication Services 0.42%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
165
177
$4K ﹤0.01%
30
178
$4K ﹤0.01%
84
179
$3K ﹤0.01%
+50
180
$3K ﹤0.01%
100
181
$3K ﹤0.01%
143
182
$3K ﹤0.01%
752
183
$2K ﹤0.01%
70
184
$2K ﹤0.01%
140
185
$2K ﹤0.01%
73
186
$2K ﹤0.01%
80
187
$1K ﹤0.01%
118
188
$1K ﹤0.01%
63
189
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-117
190
– –
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191
$0 ﹤0.01%
8
192
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-1,516
195
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5 6 7
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