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
$221M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.02M
3
+$845K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$843K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$774K

Top Sells

1
+$1.13M
2
+$614K
3
+$392K
4
AMZN icon
Amazon
AMZN
+$137K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$129K

Sector Composition

1 Financials 3.25%
2 Healthcare 0.86%
3 Technology 0.48%
4 Communication Services 0.38%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+17
202
$1K ﹤0.01%
+43
203
$1K ﹤0.01%
+8
204
$1K ﹤0.01%
+7
205
$1K ﹤0.01%
+7
206
$1K ﹤0.01%
63
207
$1K ﹤0.01%
+18
208
$1K ﹤0.01%
+7
209
– –
-70
210
$0 ﹤0.01%
+48
211
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212
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$0 ﹤0.01%
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225
$0 ﹤0.01%
+6
7 8
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