Guidant Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.87M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.63M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.02M |
| 4 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
+$2.5M |
| 5 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
+$2.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$3.35M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$3.15M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.16M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$1.86M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
+$1.68M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 3.52% |
| 2 | Healthcare | 0.73% |
| 3 | Communication Services | 0.31% |
| 4 | Energy | 0.28% |
| 5 | Consumer Staples | 0.25% |
Similar funds
Guidant Wealth Advisors's Q4 2016 Portfolio in Review
As of Q4 2016, Guidant Wealth Advisors held 218 positions worth $176M, up 8.6% from $162M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Guidant Wealth Advisors deployed $9.98M of net new capital in Q4 2016, opening 12 new positions and adding to 34 existing holdings. Its largest new stake was State Street SPDR Nuveen ICE High Yield Municipal Bond ETF: 8,064 shares worth $228K.
By sector, the portfolio is most concentrated in Financials at 3.5% of assets, up from 3.3% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was iShares S&P 500 Growth ETF, an estimated $3.35M trimmed.
- Guidant Wealth Advisors's largest Q4 2016 buy was State Street SPDR Nuveen ICE High Yield Municipal Bond ETF: 8,064 shares worth $228K.
- Guidant Wealth Advisors added most to Vanguard FTSE Developed Markets ETF in Q4 2016, an estimated $3.87M increase.
- Guidant Wealth Advisors's biggest Q4 2016 reduction was iShares S&P 500 Growth ETF, cutting an estimated $3.35M.
- Guidant Wealth Advisors fully exited iShares MSCI EAFE Min Vol Factor ETF in Q4 2016, selling an estimated $96K.
- Guidant Wealth Advisors's ten largest holdings make up 43% of its $176M portfolio in Q4 2016.
- Guidant Wealth Advisors opened 12 new positions and closed 14 in Q4 2016.
- Guidant Wealth Advisors's portfolio value rose 8.6% quarter-over-quarter to $176M.
Based on Guidant Wealth Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.