Guidant Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
|
+$2.8M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$1.02M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
+$845K |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$843K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$774K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.13M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$614K |
| 3 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$392K |
| 4 |
Amazon
AMZN
|
+$137K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$129K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 3.25% |
| 2 | Healthcare | 0.86% |
| 3 | Technology | 0.48% |
| 4 | Communication Services | 0.38% |
| 5 | Utilities | 0.28% |
Similar funds
Guidant Wealth Advisors's Q1 2018 Portfolio in Review
As of Q1 2018, Guidant Wealth Advisors held 276 positions worth $221M, down 1.1% from $223M the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Guidant Wealth Advisors deployed $6.86M of net new capital in Q1 2018, opening 85 new positions and adding to 68 existing holdings. Its largest new stake was Kinder Morgan: 9,978 shares worth $148K.
By sector, the portfolio is most concentrated in Financials at 3.2% of assets, down from 3.8% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Schwab US Large-Cap Growth ETF, an estimated $1.13M trimmed.
- Guidant Wealth Advisors's largest Q1 2018 buy was Kinder Morgan: 9,978 shares worth $148K.
- Guidant Wealth Advisors added most to iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018, an estimated $2.8M increase.
- Guidant Wealth Advisors's biggest Q1 2018 reduction was Schwab US Large-Cap Growth ETF, cutting an estimated $1.13M.
- Guidant Wealth Advisors fully exited POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2018, selling an estimated $79K.
- Guidant Wealth Advisors's ten largest holdings make up 64% of its $221M portfolio in Q1 2018.
- Guidant Wealth Advisors opened 85 new positions and closed 2 in Q1 2018.
- Guidant Wealth Advisors's portfolio value fell 1.1% quarter-over-quarter to $221M.
Based on Guidant Wealth Advisors's 13F filing for Q1 2018, filed 18 Apr 2018.