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
1
$13.3M 6.97%
331,640
+20,724
2
$12.6M 6.62%
323,455
+31,327
3
$9.73M 5.11%
179,292
+5,984
4
$8.03M 4.21%
515,866
+30,889
5
$7.53M 3.95%
76,695
+16,002
6
$7.39M 3.88%
67,067
-45
7
$6.54M 3.43%
869,848
+148,864
8
$6.25M 3.28%
54,388
+1,662
9
$6.17M 3.24%
28,634
+6,415
10
$6.01M 3.16%
236,600
+53,245
11
$5.4M 2.83%
164,664
-39,388
12
$5.19M 2.72%
207,864
+33,051
13
$5M 2.62%
30,124
+619
14
$4.54M 2.38%
115,029
-21,928
15
$4.32M 2.27%
173,933
+40,739
16
$4.22M 2.21%
255,969
+42,885
17
$3.88M 2.04%
34,740
+6,930
18
$3.87M 2.03%
27,981
+5,552
19
$3.57M 1.88%
60,768
-3,812
20
$3.52M 1.85%
34,898
+6,725
21
$3.32M 1.74%
85,913
+5,178
22
$3.27M 1.71%
52,827
-11,525
23
$3.19M 1.67%
20,203
-4,095
24
$3.02M 1.58%
25,005
+3,997
25
$2.97M 1.56%
58,070
-11,586
1
2 3 4 5