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
$191M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.38M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.12M

Top Sells

1
+$1.29M
2
+$866K
3
+$863K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$775K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$713K

Sector Composition

1 Financials 3.45%
2 Healthcare 0.92%
3 Technology 0.39%
4 Consumer Staples 0.35%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
+92
202
$4K ﹤0.01%
164
203
$4K ﹤0.01%
60
204
$4K ﹤0.01%
84
205
$3K ﹤0.01%
101
206
$3K ﹤0.01%
120
207
$3K ﹤0.01%
30
208
$3K ﹤0.01%
25
209
$2K ﹤0.01%
57
210
$2K ﹤0.01%
70
211
$2K ﹤0.01%
100
212
$2K ﹤0.01%
80
213
$2K ﹤0.01%
165
214
– –
-154
215
– –
-248
216
$0 ﹤0.01%
+20
217
$0 ﹤0.01%
2
218
$0 ﹤0.01%
9
219
– –
-264
220
$0 ﹤0.01%
63
221
$0 ﹤0.01%
25
5 6 7 8
9