- 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%
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:
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