Guidant Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.03M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.3M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.07M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$941K |
| 5 |
Vanguard Morningstar Small-Cap Value ETF
VBR
|
+$812K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Extended Market ETF
VXF
|
+$1.23M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.15M |
| 3 |
Apple
AAPL
|
+$252K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$239K |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$142K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 3.05% |
| 2 | Healthcare | 0.82% |
| 3 | Communication Services | 0.51% |
| 4 | Technology | 0.39% |
| 5 | Consumer Staples | 0.32% |
Similar funds
Guidant Wealth Advisors's Q1 2019 Portfolio in Review
As of Q1 2019, Guidant Wealth Advisors held 306 positions worth $257M, up 20% from $214M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Guidant Wealth Advisors deployed $21.3M of net new capital in Q1 2019, opening 67 new positions and adding to 83 existing holdings. Its largest new stake was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 13,560 shares worth $771K.
By sector, the portfolio is most concentrated in Financials at 3% of assets, up from 2.9% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was Vanguard Extended Market ETF, an estimated $1.23M trimmed.
- Guidant Wealth Advisors's largest Q1 2019 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 13,560 shares worth $771K.
- Guidant Wealth Advisors added most to Vanguard FTSE Developed Markets ETF in Q1 2019, an estimated $2.03M increase.
- Guidant Wealth Advisors's biggest Q1 2019 reduction was Vanguard Extended Market ETF, cutting an estimated $1.23M.
- Guidant Wealth Advisors fully exited Twenty-First Century Fox, Inc. Class A in Q1 2019, selling an estimated $106K.
- Guidant Wealth Advisors's ten largest holdings make up 40% of its $257M portfolio in Q1 2019.
- Guidant Wealth Advisors opened 67 new positions and closed 49 in Q1 2019.
- Guidant Wealth Advisors's portfolio value rose 20% quarter-over-quarter to $257M.
Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.