Strategic Wealth Management Inc Buys WisdomTree U.S. Dividend Growth Fund, Consumer Discretionary Select Sector SPDR Fund, Sells Health Care Select Sector SPDR Fund

Jan 22, 2020

Investment company Strategic Wealth Management Inc (Current Portfolio) buys WisdomTree U.S. Dividend Growth Fund, Consumer Discretionary Select Sector SPDR Fund, sells Health Care Select Sector SPDR Fund during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Strategic Wealth Management Inc . As of 2019Q4, Strategic Wealth Management Inc owns 10 stocks with a total value of $39 million. These are the details of the buys and sells.

Added Positions: DGRW, XLY, IEP,
Reduced Positions: XLV, EEM, FXG, FDN, SLB,

For the details of STRATEGIC WEALTH MANAGEMENT INC 's stock buys and sells, go to https://www.gurufocus.com/guru/strategic+wealth+management+inc+/current-portfolio/portfolio

These are the top 5 holdings of STRATEGIC WEALTH MANAGEMENT INC

WisdomTree U.S. Dividend Growth Fund (DGRW) - 117,351 shares, 14.77% of the total portfolio. Shares added by 85.68%
Consumer Discretionary Select Sector SPDR Fund (XLY) - 44,415 shares, 14.46% of the total portfolio. Shares added by 86.12%
iShares U.S. Aerospace & Defense ETF (ITA) - 22,630 shares, 13.05% of the total portfolio.
iShares MSCI Emerging Markets ETF (EEM) - 103,360 shares, 12.04% of the total portfolio. Shares reduced by 6.58%
Berkshire Hathaway Inc (BRK.B) - 18,610 shares, 10.94% of the total portfolio.

Added: WisdomTree U.S. Dividend Growth Fund (DGRW)

Strategic Wealth Management Inc added to a holding in WisdomTree U.S. Dividend Growth Fund by 85.68%. The purchase prices were between $43.65 and $48.63, with an estimated average price of $46.74. The stock is now traded at around $49.59. The impact to a portfolio due to this purchase was 6.82%. The holding were 117,351 shares as of .

Added: Consumer Discretionary Select Sector SPDR Fund (XLY)

Strategic Wealth Management Inc added to a holding in Consumer Discretionary Select Sector SPDR Fund by 86.12%. The purchase prices were between $117.45 and $126.06, with an estimated average price of $121.77. The stock is now traded at around $127.81. The impact to a portfolio due to this purchase was 6.69%. The holding were 44,415 shares as of .

Here is the complete portfolio of STRATEGIC WEALTH MANAGEMENT INC . Also check out:

1. STRATEGIC WEALTH MANAGEMENT INC 's Undervalued Stocks
2. STRATEGIC WEALTH MANAGEMENT INC 's Top Growth Companies, and
3. STRATEGIC WEALTH MANAGEMENT INC 's High Yield stocks
4. Stocks that STRATEGIC WEALTH MANAGEMENT INC keeps buying

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