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Tlwm Buys Invesco BulletShares 2020 Corporate Bond ETF, Truist Financial Corp, Healthpeak Properties Inc, Sells Invesco S&P 500 Equal Weight, ConocoPhillips, Truist Financial Corp

Investment company Tlwm (Current Portfolio) buys Invesco BulletShares 2020 Corporate Bond ETF, Truist Financial Corp, Healthpeak Properties Inc, PowerShares QQQ Trust Ser 1, sells Invesco S&P 500 Equal Weight, ConocoPhillips, Truist Financial Corp, Vulcan Materials Co, Healthpeak Properties Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Tlwm. As of 2020Q1, Tlwm owns 47 stocks with a total value of $131 million. These are the details of the buys and sells.

For the details of TLWM's stock buys and sells, go to https://www.gurufocus.com/guru/tlwm/current-portfolio/portfolio

These are the top 5 holdings of TLWM
  1. iShares Russell 3000 (IWV) - 218,670 shares, 24.84% of the total portfolio. Shares added by 1.20%
  2. SPDR S&P 500 (SPY) - 120,850 shares, 23.85% of the total portfolio. Shares added by 0.40%
  3. iShares MSCI ACWI Ex US Index Fund (ACWX) - 431,442 shares, 12.44% of the total portfolio. Shares reduced by 0.27%
  4. iShares Edge MSCI Min Vol USA (USMV) - 255,792 shares, 10.58% of the total portfolio. Shares added by 0.09%
  5. Invesco BulletShares 2021 Corporate Bond ETF (BSCL) - 467,105 shares, 7.50% of the total portfolio. Shares added by 2.87%
New Purchase: Truist Financial Corp (TFC)

Tlwm initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $34.97. The impact to a portfolio due to this purchase was 0.27%. The holding were 11,570 shares as of .

New Purchase: Healthpeak Properties Inc (PEAK)

Tlwm initiated holding in Healthpeak Properties Inc. The purchase prices were between $19.95 and $37.33, with an estimated average price of $32.74. The stock is now traded at around $24.16. The impact to a portfolio due to this purchase was 0.27%. The holding were 14,683 shares as of .

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Tlwm initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $226.39. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,099 shares as of .

Added: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Tlwm added to a holding in Invesco BulletShares 2020 Corporate Bond ETF by 270.78%. The purchase prices were between $19.94 and $21.25, with an estimated average price of $21.09. The stock is now traded at around $21.33. The impact to a portfolio due to this purchase was 0.48%. The holding were 41,338 shares as of .

Sold Out: Invesco S&P 500 Equal Weight (RSP)

Tlwm sold out a holding in Invesco S&P 500 Equal Weight. The sale prices were between $71.66 and $118.71, with an estimated average price of $107.28.

Sold Out: ConocoPhillips (COP)

Tlwm sold out a holding in ConocoPhillips. The sale prices were between $22.67 and $66.48, with an estimated average price of $51.43.

Sold Out: Truist Financial Corp (BBK)

Tlwm sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.17.

Sold Out: Vulcan Materials Co (VMC)

Tlwm sold out a holding in Vulcan Materials Co. The sale prices were between $76.61 and $148.41, with an estimated average price of $128.5.

Sold Out: Healthpeak Properties Inc (HC5)

Tlwm sold out a holding in Healthpeak Properties Inc. The sale prices were between $18.43 and $34.35, with an estimated average price of $29.5.



Here is the complete portfolio of TLWM. Also check out:

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

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