GW
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Guidant Wealth Advisors13F | |
| Guidant Wealth Advisors | |
| Last update 2019-10-16 | 221 Stocks (7 new) |
| Value $218.00 Mil | Turnover 5 % |
Guidant Wealth Advisors Top Holdings of 2019-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWO | Vanguard FTSE Emerging Markets ETF | 482,822 | 19,438.0 | +11.49% | 8.910 | +0.92% | 0.030 | +24.75% | +13.11% | 84,682.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 446,164 | 18,328.0 | +8.25% | 8.400 | +0.64% | 0.020 | +25.68% | +20.53% | 157,444.7 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 230,400 | 13,554.0 | +5.13% | 6.210 | +0.30% | 0.030 | +1.11% | +1.56% | 65,877.5 | ||
VBK | Vanguard Small Cap Growth ETF | 48,932 | 8,908.0 | +10.99% | 4.080 | +0.40% | 0.080 | +27.48% | +0.19% | 17,908.6 | ||
VOT | Vanguard Mid-Cap Growth ETF | 59,722 | 8,845.0 | +8.98% | 4.060 | +0.33% | 0.120 | +31.76% | +12.51% | 16,072.9 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 210,254 | 8,832.0 | +7.03% | 4.050 | +0.27% | 0.050 | +31.16% | +4.91% | 44,212.1 | ||
TIP | iShares TIPS Bond ETF | 75,177 | 8,742.0 | +6.03% | 4.010 | +0.23% | 0.030 | +1.21% | +4.20% | 13,925.4 | ||
VOE | Vanguard Mid-Cap Value ETF | 68,825 | 7,777.0 | +13.03% | 3.570 | +0.41% | 0.060 | +17.90% | +4.07% | 17,394.9 | ||
DJCI |
UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 2
UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 2
| 518,634 | 7,536.0 | -9.06% | 3.460 | -0.35% | 82.320 | 0% | 0% | 8.7 | ||
VBR | Vanguard Small Cap Value ETF | 56,523 | 7,283.0 | +12.89% | 3.340 | +0.38% | 0.040 | +23.66% | +2.23% | 28,400.2 |
Guidant Wealth Advisors's Historical Top Holdings Breakdowns
Guidant Wealth Advisors Total Holding History ($B)
Guidant Wealth Advisors's Asset Allocation
Guidant Wealth Advisors Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Guidant Wealth Advisors's Hypothetical Growth since 2019-09-30
Guidant Wealth Advisors's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Guidant Wealth Advisors's Holdings Heat Map
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Guidant Wealth Advisors's Holdings Bubble Chart
Guidant Wealth Advisors News
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