- New Purchases: IWB, IWV, MUB, VEU, SCHB, IWM, VTI, IWS, HYG, ACWX, SCHO, IWR, EMB, TFI, SCHX, VTEB, SPLV,
- Added Positions: CWI, USMV,
- Reduced Positions: VONE,
For the details of Wealth CMT's stock buys and sells, go to https://www.gurufocus.com/guru/wealth+cmt/current-portfolio/portfolio
These are the top 5 holdings of Wealth CMT- iShares Russell 1000 ETF (IWB) - 277,792 shares, 37.70% of the total portfolio. New Position
- iShares Russell 3000 ETF (IWV) - 74,910 shares, 10.67% of the total portfolio. New Position
- BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 212,288 shares, 8.82% of the total portfolio. Shares added by 1.18%
- SPDR MSCI ACWI ex-US ETF (CWI) - 565,552 shares, 8.51% of the total portfolio. Shares added by 15.64%
- iShares National Muni Bond ETF (MUB) - 122,671 shares, 7.32% of the total portfolio. New Position
Wealth CMT initiated holding in iShares Russell 1000 ETF. The purchase prices were between $240.61 and $266.02, with an estimated average price of $257.01. The stock is now traded at around $253.330000. The impact to a portfolio due to this purchase was 37.7%. The holding were 277,792 shares as of 2021-12-31.
New Purchase: iShares Russell 3000 ETF (IWV)Wealth CMT initiated holding in iShares Russell 3000 ETF. The purchase prices were between $253.91 and $279.11, with an estimated average price of $270.47. The stock is now traded at around $265.440000. The impact to a portfolio due to this purchase was 10.67%. The holding were 74,910 shares as of 2021-12-31.
New Purchase: iShares National Muni Bond ETF (MUB)Wealth CMT initiated holding in iShares National Muni Bond ETF. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $114.885000. The impact to a portfolio due to this purchase was 7.32%. The holding were 122,671 shares as of 2021-12-31.
New Purchase: Vanguard FTSE All-World ex-US ETF (VEU)Wealth CMT initiated holding in Vanguard FTSE All-World ex-US ETF. The purchase prices were between $58.93 and $62.73, with an estimated average price of $61.15. The stock is now traded at around $61.696300. The impact to a portfolio due to this purchase was 6.03%. The holding were 191,736 shares as of 2021-12-31.
New Purchase: Schwab U.S. Broad Market ETF (SCHB)Wealth CMT initiated holding in Schwab U.S. Broad Market ETF. The purchase prices were between $103.33 and $113.69, with an estimated average price of $110.15. The stock is now traded at around $107.995000. The impact to a portfolio due to this purchase was 4.35%. The holding were 75,032 shares as of 2021-12-31.
New Purchase: iShares Russell 2000 ETF (IWM)Wealth CMT initiated holding in iShares Russell 2000 ETF. The purchase prices were between $212.12 and $241.83, with an estimated average price of $225.48. The stock is now traded at around $207.410000. The impact to a portfolio due to this purchase was 3.03%. The holding were 26,555 shares as of 2021-12-31.
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