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
201
$9K ﹤0.01%
205
-63
202
$8K ﹤0.01%
83
203
$8K ﹤0.01%
125
204
$8K ﹤0.01%
200
205
$8K ﹤0.01%
200
-17
206
$8K ﹤0.01%
660
207
$7K ﹤0.01%
50
208
$6K ﹤0.01%
152
209
$6K ﹤0.01%
50
-144
210
$6K ﹤0.01%
57
211
$6K ﹤0.01%
553
212
$5K ﹤0.01%
120
-62
213
$5K ﹤0.01%
178
214
$5K ﹤0.01%
1,250
215
$5K ﹤0.01%
54
+1
216
$4K ﹤0.01%
+30
217
$4K ﹤0.01%
143
218
$4K ﹤0.01%
165
219
$3K ﹤0.01%
100
-64
220
$3K ﹤0.01%
101
221
$3K ﹤0.01%
71
-217
222
$3K ﹤0.01%
236
223
$2K ﹤0.01%
50
224
$2K ﹤0.01%
57
225
$2K ﹤0.01%
100
7 8
9
10 11