Financial Gravity Wealth, Inc. Buys SPDR Russell 1000 Low Volatility ETF, SPDR Barclays Convertible Securities ETF, WisdomTree Dividend ex-Financials Fund, Sells iShares TIPS Bond ETF, iShares Core U.S. Aggregate Bond ETF, Global X SuperDividend ETF

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Oct 15, 2019
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Investment company Financial Gravity Wealth, Inc. (Current Portfolio) buys SPDR Russell 1000 Low Volatility ETF, SPDR Barclays Convertible Securities ETF, WisdomTree Dividend ex-Financials Fund, Invesco S&P 500 Equal Weight Technology ETF, SPDR Barclays High Yield Bond ETF, sells iShares TIPS Bond ETF, iShares Core U.S. Aggregate Bond ETF, Global X SuperDividend ETF, SPDR S&P MidCap 400 ETF, SPDR S&P 500 ETF Trust during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Financial Gravity Wealth, Inc.. As of 2019Q3, Financial Gravity Wealth, Inc. owns 1553 stocks with a total value of $86 million. These are the details of the buys and sells.

For the details of Financial Gravity Wealth, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/financial+gravity+wealth%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Financial Gravity Wealth, Inc.
  1. SPDR Barclays Convertible Securities ETF (CWB) - 89,992 shares, 5.48% of the total portfolio. Shares added by 187.43%
  2. SPDR Russell 1000 Low Volatility ETF (LGLV) - 41,160 shares, 5.33% of the total portfolio. New Position
  3. WisdomTree Dividend ex-Financials Fund (DTN) - 45,993 shares, 4.67% of the total portfolio. Shares added by 185.32%
  4. SPDR Barclays 1-3 Month T-Bill ETF (BIL) - 27,652 shares, 2.94% of the total portfolio. Shares reduced by 18.01%
  5. Sherwin-Williams Co (SHW) - 4,466 shares, 2.85% of the total portfolio. Shares reduced by 1.28%
New Purchase: SPDR Russell 1000 Low Volatility ETF (LGLV)

Financial Gravity Wealth, Inc. initiated holding in SPDR Russell 1000 Low Volatility ETF. The purchase prices were between $106.1 and $112.4, with an estimated average price of $110.23. The stock is now traded at around $110.36. The impact to a portfolio due to this purchase was 5.33%. The holding were 41,160 shares as of .

New Purchase: Invesco S&P 500 Equal Weight Technology ETF (RYT)

Financial Gravity Wealth, Inc. initiated holding in Invesco S&P 500 Equal Weight Technology ETF. The purchase prices were between $169.42 and $188.04, with an estimated average price of $179.31. The stock is now traded at around $178.97. The impact to a portfolio due to this purchase was 2.2%. The holding were 10,588 shares as of .

New Purchase: SPDR Barclays High Yield Bond ETF (JNK)

Financial Gravity Wealth, Inc. initiated holding in SPDR Barclays High Yield Bond ETF. The purchase prices were between $105.76 and $108.7, with an estimated average price of $107.43. The stock is now traded at around $108.20. The impact to a portfolio due to this purchase was 1.48%. The holding were 11,753 shares as of .

New Purchase: iShares Edge MSCI Min Volatility USA ETF (USMV)

Financial Gravity Wealth, Inc. initiated holding in iShares Edge MSCI Min Volatility USA ETF. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $63.68. The impact to a portfolio due to this purchase was 0.38%. The holding were 5,153 shares as of .

New Purchase: Invesco Solar ETF (TAN)

Financial Gravity Wealth, Inc. initiated holding in Invesco Solar ETF. The purchase prices were between $28.26 and $32.3, with an estimated average price of $29.85. The stock is now traded at around $29.80. The impact to a portfolio due to this purchase was 0.34%. The holding were 10,111 shares as of .

New Purchase: Invesco Dynamic Software ETF (PSJ)

Financial Gravity Wealth, Inc. initiated holding in Invesco Dynamic Software ETF. The purchase prices were between $91.8 and $104.07, with an estimated average price of $97.73. The stock is now traded at around $94.97. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,092 shares as of .

Added: SPDR Barclays Convertible Securities ETF (CWB)

Financial Gravity Wealth, Inc. added to a holding in SPDR Barclays Convertible Securities ETF by 187.43%. The purchase prices were between $51.68 and $53.92, with an estimated average price of $52.83. The stock is now traded at around $52.71. The impact to a portfolio due to this purchase was 3.57%. The holding were 89,992 shares as of .

Added: WisdomTree Dividend ex-Financials Fund (DTN)

Financial Gravity Wealth, Inc. added to a holding in WisdomTree Dividend ex-Financials Fund by 185.32%. The purchase prices were between $80.97 and $87.93, with an estimated average price of $85.15. The stock is now traded at around $86.28. The impact to a portfolio due to this purchase was 3.03%. The holding were 45,993 shares as of .

Added: SPDR Barclays International Treasury Bond ETF (BWX)

Financial Gravity Wealth, Inc. added to a holding in SPDR Barclays International Treasury Bond ETF by 55573.53%. The purchase prices were between $28.44 and $29.3, with an estimated average price of $28.81. The stock is now traded at around $28.73. The impact to a portfolio due to this purchase was 1.26%. The holding were 37,858 shares as of .

Added: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Financial Gravity Wealth, Inc. added to a holding in SPDR Portfolio S&P 500 Growth ETF by 110.21%. The purchase prices were between $37.58 and $39.97, with an estimated average price of $39.08. The stock is now traded at around $38.76. The impact to a portfolio due to this purchase was 1.23%. The holding were 52,134 shares as of .

Added: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

Financial Gravity Wealth, Inc. added to a holding in iShares 0-5 Year High Yield Corporate Bond ETF by 229.94%. The purchase prices were between $45.9 and $46.68, with an estimated average price of $46.43. The stock is now traded at around $46.26. The impact to a portfolio due to this purchase was 1.14%. The holding were 30,226 shares as of .

Added: iShares 3-7 Year Treasury Bond ETF (IEI)

Financial Gravity Wealth, Inc. added to a holding in iShares 3-7 Year Treasury Bond ETF by 120.54%. The purchase prices were between $124.33 and $127.82, with an estimated average price of $125.94. The stock is now traded at around $126.65. The impact to a portfolio due to this purchase was 0.79%. The holding were 9,772 shares as of .

Sold Out: L3Harris Technologies Inc (HRS)

Financial Gravity Wealth, Inc. sold out a holding in L3Harris Technologies Inc. The sale prices were between $161.88 and $196.48, with an estimated average price of $182.93.

Sold Out: Axis Capital Holdings Ltd (AXS)

Financial Gravity Wealth, Inc. sold out a holding in Axis Capital Holdings Ltd. The sale prices were between $59.88 and $67.25, with an estimated average price of $63.09.

Sold Out: Direxion Daily S&P 500 Bull 3X Shares (SPXL)

Financial Gravity Wealth, Inc. sold out a holding in Direxion Daily S&P 500 Bull 3X Shares. The sale prices were between $45.73 and $55.74, with an estimated average price of $51.8.

Sold Out: Limbach Holdings Inc (LMB)

Financial Gravity Wealth, Inc. sold out a holding in Limbach Holdings Inc. The sale prices were between $4.37 and $9.1, with an estimated average price of $6.72.

Sold Out: TC Energy Corp (TRS)

Financial Gravity Wealth, Inc. sold out a holding in TC Energy Corp. The sale prices were between $42.42 and $47.67, with an estimated average price of $44.73.

Sold Out: Dominion Energy Inc (D)

Financial Gravity Wealth, Inc. sold out a holding in Dominion Energy Inc. The sale prices were between $74.29 and $81.04, with an estimated average price of $77.36.

Reduced: iShares TIPS Bond ETF (TIP)

Financial Gravity Wealth, Inc. reduced to a holding in iShares TIPS Bond ETF by 70.9%. The sale prices were between $114.63 and $118.1, with an estimated average price of $116.09. The stock is now traded at around $115.84. The impact to a portfolio due to this sale was -1.16%. Financial Gravity Wealth, Inc. still held 3,531 shares as of .



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