Wealth CMT Buys BTC iShares MSCI USA Min Vol Factor ETF, BTC iShares Russell 3000 ETF, CSIM Schwab Short-Term U.S. Treasury ETF, Sells CSIM Schwab U.S. Broad Market ETF, BTC iShares Russell Mid-Cap Value ETF, BTC iShares Russell Mid-Cap ETF

Jan 21, 2021

Investment company Wealth CMT (Current Portfolio) buys BTC iShares MSCI USA Min Vol Factor ETF, BTC iShares Russell 3000 ETF, CSIM Schwab Short-Term U.S. Treasury ETF, sells CSIM Schwab U.S. Broad Market ETF, BTC iShares Russell Mid-Cap Value ETF, BTC iShares Russell Mid-Cap ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Wealth CMT. As of 2020Q4, Wealth CMT owns 19 stocks with a total value of $160 million. These are the details of the buys and sells.

Added Positions: USMV, IWV, IWB, CWI, SCHO,
Reduced Positions: SCHB, IWS, IWM, IWR, ACWX, VEU, VONE, VTI, VTWO, SPLV, EMB,

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

BTC iShares Russell 1000 ETF (IWB) - 284,583 shares, 37.61% of the total portfolio. Shares added by 3.24%
BTC iShares Russell 3000 ETF (IWV) - 69,775 shares, 9.73% of the total portfolio. Shares added by 54.63%
BTC iShares National Muni Bond ETF (MUB) - 117,797 shares, 8.61% of the total portfolio. Shares added by 0.12%
BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 182,662 shares, 7.73% of the total portfolio. Shares added by 210.43%
Vanguard FTSE All-World ex-US ETF (VEU) - 203,938 shares, 7.42% of the total portfolio. Shares reduced by 2.68%

Added: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Wealth CMT added to a holding in BTC iShares MSCI USA Min Vol Factor ETF by 210.43%. The purchase prices were between $61.66 and $67.88, with an estimated average price of $65.89. The stock is now traded at around $68.040000. The impact to a portfolio due to this purchase was 5.24%. The holding were 182,662 shares as of 2020-12-31.

Added: BTC iShares Russell 3000 ETF (IWV)

Wealth CMT added to a holding in BTC iShares Russell 3000 ETF by 54.63%. The purchase prices were between $191.21 and $223.55, with an estimated average price of $209.61. The stock is now traded at around $231.603300. The impact to a portfolio due to this purchase was 3.44%. The holding were 69,775 shares as of 2020-12-31.

Added: CSIM Schwab Short-Term U.S. Treasury ETF (SCHO)

Wealth CMT added to a holding in CSIM Schwab Short-Term U.S. Treasury ETF by 21.27%. The purchase prices were between $51.37 and $51.47, with an estimated average price of $51.42. The stock is now traded at around $51.400000. The impact to a portfolio due to this purchase was 0.13%. The holding were 22,706 shares as of 2020-12-31.

Here is the complete portfolio of Wealth CMT. Also check out:

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

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Data is updated daily.