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
$214M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$6.66M
3
+$5.93M
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$5.59M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.77M

Top Sells

1
+$31.3M
2
+$7.55M
3
+$7.11M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.95M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.32M

Sector Composition

1 Financials 2.9%
2 Healthcare 0.9%
3 Technology 0.38%
4 Communication Services 0.34%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K 0.01%
+274
177
$17K 0.01%
100
-10
178
$16K 0.01%
188
179
$16K 0.01%
389
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$16K 0.01%
198
181
$15K 0.01%
150
182
$14K 0.01%
100
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183
$14K 0.01%
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184
$14K 0.01%
345
185
$14K 0.01%
1,498
186
$14K 0.01%
+4
187
$13K 0.01%
50
-55
188
$13K 0.01%
100
-22
189
$12K 0.01%
500
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190
$12K 0.01%
275
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191
$12K 0.01%
100
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192
$12K 0.01%
78
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193
$11K 0.01%
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194
$11K 0.01%
200
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195
$11K 0.01%
100
196
$10K ﹤0.01%
+768
197
$10K ﹤0.01%
100
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198
$10K ﹤0.01%
100
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199
$10K ﹤0.01%
86
-113
200
$10K ﹤0.01%
+86
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