- New Purchases: AGG, VBK, IWP, GDDY, BAC, CSCO, MMM, IBM, WSM, T, ADBE, MS, TXN, AVGO, LYB, HPQ, EMN, BBY, IPG, PEY,
- Added Positions: SPHD, IVW, VEA, JNJ, VNQ, HD, TWMC,
- Reduced Positions: SCHX, BA, GSY, LYFT, SHV, FIBK, XLRE, JPST, FDX, CMCSA, GOOGL, KR, WAB, JPM, ABBV, SCHW, MSFT, IJK, FAF, COST, BRK.B, ITRI, AAPL, SBUX, GOOG, SCHF, SPEM, KTCC,
- Sold Out: SCHM, SCHA, LAMR, NFLX,
For the details of CWH Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/cwh+capital+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of CWH Capital Management, Inc.- Invesco Ultra Short Duration (GSY) - 364,382 shares, 9.02% of the total portfolio. Shares reduced by 10.47%
- iShares Core U.S. Aggregate Bond (AGG) - 142,040 shares, 8.24% of the total portfolio. New Position
- JPMorgan Ultra-Short Income (JPST) - 280,989 shares, 6.99% of the total portfolio. Shares reduced by 2.7%
- Real Estate Select Sector SPDR Fund (The) (XLRE) - 274,832 shares, 4.69% of the total portfolio. Shares reduced by 4.59%
- iShares Short Treasury Bond ETF (SHV) - 85,448 shares, 4.64% of the total portfolio. Shares reduced by 5.37%
CWH Capital Management, Inc. initiated holding in iShares Core U.S. Aggregate Bond. The purchase prices were between $114.07 and $117.99, with an estimated average price of $116.59. The stock is now traded at around $118.76. The impact to a portfolio due to this purchase was 8.24%. The holding were 142,040 shares as of .
New Purchase: Vanguard Small-Cap Growth (VBK)CWH Capital Management, Inc. initiated holding in Vanguard Small-Cap Growth. The purchase prices were between $139.78 and $205.13, with an estimated average price of $179.89. The stock is now traded at around $204.61. The impact to a portfolio due to this purchase was 4.36%. The holding were 44,519 shares as of .
New Purchase: iShares Russell Midcap Growth (IWP)CWH Capital Management, Inc. initiated holding in iShares Russell Midcap Growth. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $163.12. The impact to a portfolio due to this purchase was 3.92%. The holding were 50,564 shares as of .
New Purchase: GoDaddy Inc (GDDY)CWH Capital Management, Inc. initiated holding in GoDaddy Inc. The purchase prices were between $52.07 and $82.71, with an estimated average price of $71.51. The stock is now traded at around $70.37. The impact to a portfolio due to this purchase was 1.58%. The holding were 43,902 shares as of .
New Purchase: Bank of America Corp (BAC)CWH Capital Management, Inc. initiated holding in Bank of America Corp. The purchase prices were between $19.77 and $28.54, with an estimated average price of $23.6. The stock is now traded at around $23.93. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,377 shares as of .
New Purchase: Cisco Systems Inc (CSCO)CWH Capital Management, Inc. initiated holding in Cisco Systems Inc. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $45.78. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,883 shares as of .
Sold Out: Schwab U.S. Mid Cap (SCHM)CWH Capital Management, Inc. sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $39.01 and $57.03, with an estimated average price of $48.76.
Sold Out: Schwab U.S. Small-Cap (SCHA)CWH Capital Management, Inc. sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $47.17 and $70.43, with an estimated average price of $59.73.
Sold Out: Lamar Advertising Co (LAMR)CWH Capital Management, Inc. sold out a holding in Lamar Advertising Co. The sale prices were between $38.07 and $76.58, with an estimated average price of $60.88.
Sold Out: Netflix Inc (NFLX)CWH Capital Management, Inc. sold out a holding in Netflix Inc. The sale prices were between $361.76 and $468.04, with an estimated average price of $424.08.
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