Wealthgate Family Office, LLC Buys EverCommerce Inc, BTC iShares MSCI USA Min Vol Factor ETF, JPMorgan Ultra-Short Income ETF, Sells Uber Technologies Inc

Investment company Wealthgate Family Office, LLC (Current Portfolio) buys EverCommerce Inc, BTC iShares MSCI USA Min Vol Factor ETF, JPMorgan Ultra-Short Income ETF, iShares Nasdaq Biotechnology Index Fund, Roblox Corp, sells Uber Technologies Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Wealthgate Family Office, LLC. As of 2021Q3, Wealthgate Family Office, LLC owns 53 stocks with a total value of $65 million. These are the details of the buys and sells.

For the details of Wealthgate Family Office, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealthgate+family+office%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Wealthgate Family Office, LLC
  1. S&P 500 ETF TRUST ETF (SPY) - 64,308 shares, 42.56% of the total portfolio. Shares added by 0.06%
  2. Vanguard FTSE Emerging Markets ETF (VWO) - 127,335 shares, 9.79% of the total portfolio. Shares added by 0.71%
  3. EverCommerce Inc (EVCM) - 323,527 shares, 8.20% of the total portfolio. New Position
  4. iShares U.S. Financial Services ETF (IYG) - 21,919 shares, 6.34% of the total portfolio. Shares added by 0.02%
  5. iShares MSCI EAFE ETF (EFA) - 34,705 shares, 4.16% of the total portfolio.
New Purchase: EverCommerce Inc (EVCM)

Wealthgate Family Office, LLC initiated holding in EverCommerce Inc. The purchase prices were between $15.63 and $22.92, with an estimated average price of $18.45. The stock is now traded at around $20.590000. The impact to a portfolio due to this purchase was 8.2%. The holding were 323,527 shares as of 2021-09-30.

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

Wealthgate Family Office, LLC initiated holding in BTC iShares MSCI USA Min Vol Factor ETF. The purchase prices were between $73.5 and $77.99, with an estimated average price of $75.9. The stock is now traded at around $77.300000. The impact to a portfolio due to this purchase was 2.15%. The holding were 19,050 shares as of 2021-09-30.

New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

Wealthgate Family Office, LLC initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.63 and $50.7, with an estimated average price of $50.67. The stock is now traded at around $50.620000. The impact to a portfolio due to this purchase was 1.59%. The holding were 20,378 shares as of 2021-09-30.

New Purchase: iShares Nasdaq Biotechnology Index Fund (IBB)

Wealthgate Family Office, LLC initiated holding in iShares Nasdaq Biotechnology Index Fund. The purchase prices were between $158.78 and $176.08, with an estimated average price of $168.18. The stock is now traded at around $160.190000. The impact to a portfolio due to this purchase was 1.3%. The holding were 5,229 shares as of 2021-09-30.

New Purchase: Roblox Corp (RBLX)

Wealthgate Family Office, LLC initiated holding in Roblox Corp. The purchase prices were between $75.55 and $90.34, with an estimated average price of $82.17. The stock is now traded at around $82.750000. The impact to a portfolio due to this purchase was 1.01%. The holding were 8,698 shares as of 2021-09-30.

New Purchase: Fox Corp (FOX)

Wealthgate Family Office, LLC initiated holding in Fox Corp. The purchase prices were between $32.6 and $37.25, with an estimated average price of $34.31. The stock is now traded at around $37.930000. The impact to a portfolio due to this purchase was 0.82%. The holding were 14,368 shares as of 2021-09-30.

Added: Goldman Sachs Group Inc (GS)

Wealthgate Family Office, LLC added to a holding in Goldman Sachs Group Inc by 125.81%. The purchase prices were between $354.72 and $419.69, with an estimated average price of $390.6. The stock is now traded at around $414.820000. The impact to a portfolio due to this purchase was 0.76%. The holding were 2,362 shares as of 2021-09-30.

Added: Coinbase Global Inc (COIN)

Wealthgate Family Office, LLC added to a holding in Coinbase Global Inc by 162.79%. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $319.130000. The impact to a portfolio due to this purchase was 0.74%. The holding were 3,411 shares as of 2021-09-30.

Added: Berkshire Hathaway Inc (BRK.B)

Wealthgate Family Office, LLC added to a holding in Berkshire Hathaway Inc by 46.32%. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $289.720000. The impact to a portfolio due to this purchase was 0.26%. The holding were 1,990 shares as of 2021-09-30.



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