- New Purchases: DGRW,
- Added Positions: IVV, IEFA, IEMG, IJR, IJH, EFA, EEM, IVW, IVE, ABBV,
- Reduced Positions: SPY, AAPL, GE, QQQ, CVX, DLN, CSCO, XOM, UTX, MA,
- Sold Out: KHC, IUSV,
For the details of Private Wealth Advisors, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Private+Wealth+Advisors%2C+Inc.
These are the top 5 holdings of Private Wealth Advisors, Inc.- Apple Inc (AAPL) - 83,669 shares, 5.65% of the total portfolio. Shares reduced by 3.11%
- iShares MSCI EAFE (EFA) - 199,886 shares, 5.61% of the total portfolio. Shares added by 1.60%
- SPDR S&P 500 (SPY) - 41,065 shares, 4.35% of the total portfolio. Shares reduced by 14.22%
- Alphabet Inc (GOOGL) - 8,870 shares, 3.7% of the total portfolio. Shares reduced by 0.42%
- iShares Core S&P Mid-Cap (IJH) - 38,860 shares, 2.93% of the total portfolio. Shares added by 4.41%
Private Wealth Advisors, Inc. initiated holding in WisdomTree U.S. Quality Dividend Growth Fund. The purchase prices were between $39.4 and $44.5, with an estimated average price of $42.03. The stock is now traded at around $40.68. The impact to a portfolio due to this purchase was 0.73%. The holding were 44,798 shares as of 2018-03-31.
Added: iShares Core S&P 500 (IVV)Private Wealth Advisors, Inc. added to a holding in iShares Core S&P 500 by 117.50%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $271.44. The impact to a portfolio due to this purchase was 0.33%. The holding were 5,716 shares as of 2018-03-31.
Added: iShares S&P 500 Value (IVE)Private Wealth Advisors, Inc. added to a holding in iShares S&P 500 Value by 24.12%. The purchase prices were between $106.61 and $121.11, with an estimated average price of $114.26. The stock is now traded at around $110.35. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,180 shares as of 2018-03-31.
Sold Out: The Kraft Heinz Co (KHC)Private Wealth Advisors, Inc. sold out a holding in The Kraft Heinz Co. The sale prices were between $60.03 and $80.27, with an estimated average price of $71.61.
Sold Out: iShares Core S&P U.S. Value ETF (IUSV)Private Wealth Advisors, Inc. sold out a holding in iShares Core S&P U.S. Value ETF. The sale prices were between $51.81 and $58.63, with an estimated average price of $55.4.
Here is the complete portfolio of Private Wealth Advisors, Inc.. Also check out:
1. Private Wealth Advisors, Inc.'s Undervalued Stocks
2. Private Wealth Advisors, Inc.'s Top Growth Companies, and
3. Private Wealth Advisors, Inc.'s High Yield stocks
4. Stocks that Private Wealth Advisors, Inc. keeps buying
