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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWO | Vanguard FTSE Emerging Markets ETF | 482,822 | 19,438.0 | +11.49% | 8.910 | +0.92% | 0.030 | +2.96% | +8.48% | 81,666.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 446,164 | 18,328.0 | +8.25% | 8.400 | +0.64% | 0.020 | +7.71% | +15.41% | 145,271.5 | ||
BNDX | Vanguard Total International Bond ETF | 230,400 | 13,554.0 | +5.13% | 6.210 | +0.30% | 0.030 | +0.35% | +0.87% | 63,098.3 | ||
VBK | Vanguard Small Cap Growth ETF | 48,932 | 8,908.0 | +10.99% | 4.080 | +0.40% | 0.080 | -6.43% | -6.70% | 16,752.0 | ||
VOT | Vanguard Mid-Cap Growth ETF | 59,722 | 8,845.0 | +8.98% | 4.060 | +0.33% | 0.120 | +1.06% | +4.31% | 14,448.8 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 210,254 | 8,832.0 | +7.03% | 4.050 | +0.27% | 0.050 | -3.56% | -3.08% | 40,140.5 | ||
TIP | iShares TIPS Bond ETF | 75,177 | 8,742.0 | +6.03% | 4.010 | +0.23% | 0.030 | +0.76% | +3.00% | 13,663.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 68,825 | 7,777.0 | +13.03% | 3.570 | +0.41% | 0.060 | -2.89% | -1.05% | 16,809.9 | ||
DJCI | UBS AG Jersey ZC SP ETRACS REDEEM 31/10/2039 USD 2 | 518,634 | 7,536.0 | -9.06% | 3.460 | -0.35% | 82.320 | 0% | 0% | 8.7 | ||
VBR | Vanguard Small Cap Value ETF | 56,523 | 7,283.0 | +12.89% | 3.340 | +0.38% | 0.040 | -4.97% | -5.20% | 27,268.8 |
Guidant Wealth Advisors's Historical Top Holdings Breakdowns
Guidant Wealth Advisors Total Holding History ($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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