PRW Wealth Management LLC Buys iShares Edge MSCI Min Volatility USA ETF, Texas Pacific Land Trust, iShares Russell 1000 Growth ETF, Sells LHC Group Inc, Vanguard Small-Cap ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad

Investment company PRW Wealth Management LLC (Current Portfolio) buys iShares Edge MSCI Min Volatility USA ETF, Texas Pacific Land Trust, iShares Russell 1000 Growth ETF, Royal Philips NV, SPDR Dow Jones REIT ETF, sells LHC Group Inc, Vanguard Small-Cap ETF, PIMCO Enhanced Short Maturity Active Exchange-Trad, Vanguard FTSE Emerging Markets ETF, iShares Edge MSCI USA Value Factor ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, PRW Wealth Management LLC. As of 2019Q2, PRW Wealth Management LLC owns 51 stocks with a total value of $81 million. These are the details of the buys and sells.

For the details of PRW Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/prw+wealth+management+llc/current-portfolio/portfolioportfolio

These are the top 5 holdings of PRW Wealth Management LLC
  1. iShares Core S&P 500 ETF (IVV) - 42,651 shares, 15.53% of the total portfolio. Shares reduced by 2.96%
  2. iShares Edge MSCI Min Volatility USA ETF (USMV) - 111,534 shares, 8.51% of the total portfolio. Shares added by 42.99%
  3. First Trust Value Line Dividend Index Fund (FVD) - 165,504 shares, 6.90% of the total portfolio. Shares added by 4.99%
  4. LHC Group Inc (LHCG) - 44,500 shares, 6.57% of the total portfolio. Shares reduced by 57.48%
  5. Amazon.com Inc (AMZN) - 2,380 shares, 5.57% of the total portfolio. Shares reduced by 0.29%
Added: iShares Edge MSCI Min Volatility USA ETF (USMV)

PRW Wealth Management LLC added to a holding in iShares Edge MSCI Min Volatility USA ETF by 42.99%. The purchase prices were between $58.77 and $62.47, with an estimated average price of $60.01. The stock is now traded at around $62.98. The impact to a portfolio due to this purchase was 2.56%. The holding were 111,534 shares as of .

Added: iShares Russell 1000 Growth ETF (IWF)

PRW Wealth Management LLC added to a holding in iShares Russell 1000 Growth ETF by 44.31%. The purchase prices were between $145.76 and $159.39, with an estimated average price of $154.42. The stock is now traded at around $157.69. The impact to a portfolio due to this purchase was 0.58%. The holding were 9,770 shares as of .

Added: Texas Pacific Land Trust (TPL)

PRW Wealth Management LLC added to a holding in Texas Pacific Land Trust by 28.70%. The purchase prices were between $721.19 and $901.04, with an estimated average price of $808.34. The stock is now traded at around $688.76. The impact to a portfolio due to this purchase was 0.58%. The holding were 2,668 shares as of .

Added: Royal Philips NV (PHG)

PRW Wealth Management LLC added to a holding in Royal Philips NV by 229.78%. The purchase prices were between $39.37 and $43.58, with an estimated average price of $40.83. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.44%. The holding were 11,615 shares as of .

Added: SPDR Dow Jones REIT ETF (RWR)

PRW Wealth Management LLC added to a holding in SPDR Dow Jones REIT ETF by 35.21%. The purchase prices were between $95.89 and $103.11, with an estimated average price of $99.31. The stock is now traded at around $101.35. The impact to a portfolio due to this purchase was 0.3%. The holding were 9,600 shares as of .

Added: Netflix Inc (NFLX)

PRW Wealth Management LLC added to a holding in Netflix Inc by 55.56%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $306.18. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,428 shares as of .

Sold Out: iShares Edge MSCI USA Value Factor ETF (VLUE)

PRW Wealth Management LLC sold out a holding in iShares Edge MSCI USA Value Factor ETF. The sale prices were between $74.66 and $83.24, with an estimated average price of $80.13.

Sold Out: iShares Nasdaq Biotechnology Index Fund (IBB)

PRW Wealth Management LLC sold out a holding in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $99.98 and $114.93, with an estimated average price of $106.31.

Sold Out: Broadcom Inc (AVGO)

PRW Wealth Management LLC sold out a holding in Broadcom Inc. The sale prices were between $251.64 and $320.53, with an estimated average price of $291.3.

Sold Out: Exxon Mobil Corp (XOM)

PRW Wealth Management LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $70.77 and $83.38, with an estimated average price of $77.42.

Sold Out: Abiomed Inc (ABMD)

PRW Wealth Management LLC sold out a holding in Abiomed Inc. The sale prices were between $250.96 and $284.94, with an estimated average price of $265.27.

Sold Out: PepsiCo Inc (PEP)

PRW Wealth Management LLC sold out a holding in PepsiCo Inc. The sale prices were between $121.47 and $134.14, with an estimated average price of $128.18.



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