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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.63M
3
+$3.02M
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$2.5M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$2.4M

Top Sells

1
+$3.35M
2
+$3.15M
3
+$2.16M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.86M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.68M

Sector Composition

1 Financials 3.52%
2 Healthcare 0.73%
3 Communication Services 0.31%
4 Energy 0.28%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
63
202
$1K ﹤0.01%
25
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204
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207
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$0 ﹤0.01%
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215
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0
218
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5 6 7 8
9