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
$230M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$779K

Top Sells

1
+$530K
2
+$291K
3
+$238K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$211K
5
XLKS
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
+$123K

Sector Composition

1 Financials 2.88%
2 Healthcare 0.81%
3 Technology 0.51%
4 Communication Services 0.43%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
751
-1
202
$1K ﹤0.01%
11
203
$1K ﹤0.01%
+9
204
$1K ﹤0.01%
+12
205
$1K ﹤0.01%
7
206
$1K ﹤0.01%
+20
207
$1K ﹤0.01%
7
208
$1K ﹤0.01%
9
+3
209
$1K ﹤0.01%
+27
210
$1K ﹤0.01%
+22
211
$1K ﹤0.01%
9
+3
212
$1K ﹤0.01%
9
213
$1K ﹤0.01%
6
+2
214
$1K ﹤0.01%
17
215
$1K ﹤0.01%
40
-40
216
$1K ﹤0.01%
+7
217
$1K ﹤0.01%
+22
218
$1K ﹤0.01%
18
219
– –
-107
220
– –
-3
221
– –
-38
222
$0 ﹤0.01%
12
223
– –
-8
224
– –
-7
225
$0 ﹤0.01%
9
7 8
9
10 11