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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$8.89M
3
+$8.57M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.34M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.3%
2 Healthcare 0.79%
3 Communication Services 0.36%
4 Consumer Staples 0.31%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.52M 5.86%
+315,056
2
$8.89M 5.48%
+159,529
3
$8.57M 5.27%
+228,436
4
$7.34M 4.52%
+196,836
5
$7.21M 4.44%
+65,818
6
$7.01M 4.32%
+118,911
7
$6.93M 4.27%
+186,077
8
$6.14M 3.78%
+53,063
9
$5.72M 3.52%
+369,391
10
$5.26M 3.24%
+35,544
11
$4.86M 2.99%
+100,746
12
$4.54M 2.8%
+48,275
13
$4.34M 2.67%
+80,778
14
$4.08M 2.51%
+28,516
15
$3.56M 2.19%
+39,284
16
$3.43M 2.11%
+87,494
17
$3.41M 2.1%
+32,841
18
$3.08M 1.9%
+25,290
19
$3.06M 1.88%
+27,659
20
$2.93M 1.81%
+38,719
21
$2.69M 1.66%
+13,673
22
$2.63M 1.62%
+69,068
23
$2.24M 1.38%
+75,126
24
$2.19M 1.35%
+85,202
25
$2.11M 1.3%
+38,314
1
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