- New Purchases: MINT, HC5, JKG, 0VVB, TCF, XRX, BBK, VSTO,
- Added Positions: USMV, IVE, IJR, IJH, IEMG, IAU, SUB, SHM, TAN, IYR, FIW, VWO, XMLV, BRK.B, XSLV, TFI, MMM, W, TGT, CC, TY, WYNN, SBUX, MMLP, VXF, FDX, AAPL,
- Reduced Positions: AGG, IVW, SPY, IVV, MDY, WFC, IWM, IJS, PFF, EFA, VTV, IEFA, USB, FLRN, IJT, VHT, VUG, QQQ, AOA, EEM, SCHF, LOW, RSP, XLE, AOM, AOR, BA, DIA, CTXS, VNQ, GE, HSY, JNJ, PSA, XEL, TRGP, AAXJ, AOK, DVY, DIS, WAB, UAA, NEM, UA, DCI, COP, VTI, CBSH, CAT,
- Sold Out: BSCJ, SGMS, FSK, WM, ECL, ANET, WPX, TWTR, FOXF, EVTC, AVNS, TRIP, PBA, PEB, MDSO, CEF, VSM, CARS, CEIX, APY, KLXE, ETRN, FOXA, FEZ, SPSM, GWR, BHP, CVBF, CVS, CCL, CELG, CNP, CLX, DVN, EXEL, FLO, 1BA, 1BA, GNW, MDP, SPG, STI, GEO, THS, VIAB, XER2,
For the details of Personal Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/personal+wealth+partners/current-portfolio/portfolio
These are the top 5 holdings of Personal Wealth Partners- iShares Edge MSCI Min Volatility USA ETF (USMV) - 808,263 shares, 25.58% of the total portfolio. Shares added by 10.37%
- iShares Core S&P Small-Cap ETF (IJR) - 244,081 shares, 9.87% of the total portfolio. Shares added by 10.58%
- iShares Core S&P Mid-Cap ETF (IJH) - 75,891 shares, 7.54% of the total portfolio. Shares added by 11.14%
- iShares S&P 500 Value ETF (IVE) - 108,957 shares, 6.84% of the total portfolio. Shares added by 18.05%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 103,288 shares, 5.60% of the total portfolio. Shares reduced by 19.78%
Personal Wealth Partners initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $101.57 and $101.77, with an estimated average price of $101.66. The stock is now traded at around $101.88. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,055 shares as of .
New Purchase: Healthpeak Properties Inc (HC5)Personal Wealth Partners initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $33.37. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,910 shares as of .
New Purchase: iShares Morningstar Mid-Cap ETF (JKG)Personal Wealth Partners initiated holding in iShares Morningstar Mid-Cap ETF. The purchase prices were between $190.87 and $209.56, with an estimated average price of $202.51. The stock is now traded at around $212.69. The impact to a portfolio due to this purchase was 0.03%. The holding were 325 shares as of .
New Purchase: ViacomCBS Inc (0VVB)Personal Wealth Partners initiated holding in ViacomCBS Inc. The purchase prices were between $31.6 and $38.4, with an estimated average price of $34.93. The stock is now traded at around $32.20. The impact to a portfolio due to this purchase was 0.02%. The holding were 823 shares as of .
New Purchase: Xerox Holdings Corp (XRX)Personal Wealth Partners initiated holding in Xerox Holdings Corp. The purchase prices were between $28.31 and $39.3, with an estimated average price of $35.15. The stock is now traded at around $36.78. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 34 shares as of .
New Purchase: Truist Financial Corp (BBK)Personal Wealth Partners initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.60. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 140 shares as of .
Added: ishares Gold Trust (IAU)Personal Wealth Partners added to a holding in ishares Gold Trust by 33.59%. The purchase prices were between $13.9 and $14.5, with an estimated average price of $14.18. The stock is now traded at around $14.99. The impact to a portfolio due to this purchase was 0.33%. The holding were 189,179 shares as of .
Added: iShares Short-Term National Muni Bond ETF (SUB)Personal Wealth Partners added to a holding in iShares Short-Term National Muni Bond ETF by 179.01%. The purchase prices were between $106.46 and $106.81, with an estimated average price of $106.65. The stock is now traded at around $107.33. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,655 shares as of .
Added: Invesco Solar ETF (TAN)Personal Wealth Partners added to a holding in Invesco Solar ETF by 100.00%. The purchase prices were between $27.33 and $31.12, with an estimated average price of $28.94. The stock is now traded at around $32.75. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,300 shares as of .
Added: Vanguard FTSE Emerging Markets ETF (VWO)Personal Wealth Partners added to a holding in Vanguard FTSE Emerging Markets ETF by 30.43%. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $43.16. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,343 shares as of .
Added: Invesco S&P SmallCap Low Volatility ETF (XSLV)Personal Wealth Partners added to a holding in Invesco S&P SmallCap Low Volatility ETF by 32.02%. The purchase prices were between $47.97 and $51.5, with an estimated average price of $50.07. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,340 shares as of .
Added: Target Corp (TGT)Personal Wealth Partners added to a holding in Target Corp by 38.59%. The purchase prices were between $105.16 and $129.21, with an estimated average price of $117.84. The stock is now traded at around $115.44. The impact to a portfolio due to this purchase was 0.01%. The holding were 334 shares as of .
Sold Out: Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)Personal Wealth Partners sold out a holding in Invesco BulletShares 2019 Corporate Bond ETF. The sale prices were between $21.07 and $21.12, with an estimated average price of $21.09.
Sold Out: Scientific Games Corp (SGMS)Personal Wealth Partners sold out a holding in Scientific Games Corp. The sale prices were between $19.52 and $31.58, with an estimated average price of $25.89.
Sold Out: Ecolab Inc (ECL)Personal Wealth Partners sold out a holding in Ecolab Inc. The sale prices were between $182.06 and $195.23, with an estimated average price of $189.71.
Sold Out: Waste Management Inc (WM)Personal Wealth Partners sold out a holding in Waste Management Inc. The sale prices were between $108.31 and $117.44, with an estimated average price of $112.89.
Sold Out: FS KKR Capital Corp (FSK)Personal Wealth Partners sold out a holding in FS KKR Capital Corp. The sale prices were between $5.65 and $6.36, with an estimated average price of $5.99.
Sold Out: Arista Networks Inc (ANET)Personal Wealth Partners sold out a holding in Arista Networks Inc. The sale prices were between $185.3 and $248.9, with an estimated average price of $209.86.
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