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WT Wealth Management Buys Vanguard U.S. Value Factor ETF, VanEck Rare Earth/Strategic Metals ...

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Investment company WT Wealth Management (Current Portfolio) buys Vanguard U.S. Value Factor ETF, VanEck Rare Earth/Strategic Metals ETF, Pacer Lunt Large Cap Alternator ETF, iShares MSCI Emerging Markets ex China ETF, Aberdeen Standard Physical Gold Shares ETF, sells Invesco S&P 500 Low Volatility ETF, SPDR Gold Shares ETF, SPDR S&P Aerospace & Defense ETF, Innovator S&P Investment Grade Preferred ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr during the 3-months ended 2021Q4, according to the most recent filings of the investment company, WT Wealth Management. As of 2021Q4, WT Wealth Management owns 123 stocks with a total value of $273 million. These are the details of the buys and sells.

  • New Purchases: REMX, ALTL, EMXC, VGIT, DRIV, MELI, CSCO, JNJ, ABBV, ESGE, SCHD,

  • Added Positions: VFVA, SGOL, VCIT, V, XLF, MA, FB, FDN, JPM, GOOG, AMZN, DOCU, GS, WMT, COM, TMUS, FDX, ESGU, AAPL, SPDW, FIVG, UBER, VZ, QLV, PYPL, DIS, SQ, SCHF, SBUX, SRVR, ESGD, XLV, HACK, NKE, TGT, ULTA, VTI, CVS, SCHE, PFFD, IDHQ, IVV, UPS, WM, VXUS, IGV, SUSC, SLYV, SLYG, SCHV, BND, XLP, SCHG,

  • Reduced Positions: SPLV, GLD, XAR, EPRF, SCHR, USIG, TFLO, ICSH, TSLA, NFLX, SCHO, SCHB, INTU, PAVE, ADBE, PLD, LULU, FTSM, VCSH, ETSY, COST, HD, MSFT, FLRN, BIL, LMBS, SMDV, SCHP, USMV, CRM, TDIV, SCHH, XMLV, PTBD, SPTM, ADP, BSCM, BSCN, BSCO, SHOP, IPAY, XLK, JQC,

  • Sold Out: XSOE, ROKU, FLLV, TWLO, QQQ, CHWY, MBB, CRWD, IBUY, BSJM,


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

These are the top 5 holdings of WT Wealth Management

  1. Schwab U.S. Broad Market ETF (SCHB) - 239,565 shares, 9.94% of the total portfolio. Shares reduced by 1.24%

  2. iShares U.S. Credit Bond ETF (USIG) - 240,251 shares, 5.27% of the total portfolio. Shares reduced by 6.13%

  3. Schwab International Equity ETF (SCHF) - 272,251 shares, 3.89% of the total portfolio. Shares added by 1.50%

  4. Vanguard U.S. Value Factor ETF (VFVA) - 77,696 shares, 3.00% of the total portfolio. Shares added by 3103.96%

  5. BTC BlackRock Ultra Short-Term Bond ETF (ICSH) - 151,072 shares, 2.79% of the total portfolio. Shares reduced by 5.11%

New Purchase: VanEck Rare Earth/Strategic Metals ETF (REMX)

WT Wealth Management initiated holding in VanEck Rare Earth/Strategic Metals ETF. The purchase prices were between $93.19 and $118.14, with an estimated average price of $109.02. The stock is now traded at around $110.590000. The impact to a portfolio due to this purchase was 1.54%. The holding were 37,304 shares as of 2021-12-31.

New Purchase: Pacer Lunt Large Cap Alternator ETF (ALTL)

WT Wealth Management initiated holding in Pacer Lunt Large Cap Alternator ETF. The purchase prices were between $40.92 and $46.34, with an estimated average price of $44.01. The stock is now traded at around $45.040000. The impact to a portfolio due to this purchase was 0.63%. The holding were 37,399 shares as of 2021-12-31.

New Purchase: iShares MSCI Emerging Markets ex China ETF (EMXC)

WT Wealth Management initiated holding in iShares MSCI Emerging Markets ex China ETF. The purchase prices were between $57.75 and $61.4, with an estimated average price of $60.18. The stock is now traded at around $61.330000. The impact to a portfolio due to this purchase was 0.62%. The holding were 27,903 shares as of 2021-12-31.

New Purchase: Vanguard Intermediate-Term Government Bond ETF (VGIT)

WT Wealth Management initiated holding in Vanguard Intermediate-Term Government Bond ETF. The purchase prices were between $66.02 and $67.06, with an estimated average price of $66.56. The stock is now traded at around $65.320000. The impact to a portfolio due to this purchase was 0.4%. The holding were 16,196 shares as of 2021-12-31.

New Purchase: Global X Autonomous & Electric Vehicles ETF (DRIV)

WT Wealth Management initiated holding in Global X Autonomous & Electric Vehicles ETF. The purchase prices were between $26.91 and $32.07, with an estimated average price of $30.04. The stock is now traded at around $29.610000. The impact to a portfolio due to this purchase was 0.16%. The holding were 14,367 shares as of 2021-12-31.

New Purchase: MercadoLibre Inc (MELI)

WT Wealth Management initiated holding in MercadoLibre Inc. The purchase prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48. The stock is now traded at around $1060.940000. The impact to a portfolio due to this purchase was 0.14%. The holding were 283 shares as of 2021-12-31.

Added: Vanguard U.S. Value Factor ETF (VFVA)

WT Wealth Management added to a holding in Vanguard U.S. Value Factor ETF by 3103.96%. The purchase prices were between $97.88 and $106.73, with an estimated average price of $103.09. The stock is now traded at around $106.390000. The impact to a portfolio due to this purchase was 2.91%. The holding were 77,696 shares as of 2021-12-31.

Added: Aberdeen Standard Physical Gold Shares ETF (SGOL)

WT Wealth Management added to a holding in Aberdeen Standard Physical Gold Shares ETF by 113.57%. The purchase prices were between $16.83 and $17.91, with an estimated average price of $17.24. The stock is now traded at around $17.690000. The impact to a portfolio due to this purchase was 0.52%. The holding were 152,809 shares as of 2021-12-31.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

WT Wealth Management added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 21.08%. The purchase prices were between $91.63 and $93.58, with an estimated average price of $92.71. The stock is now traded at around $90.510000. The impact to a portfolio due to this purchase was 0.4%. The holding were 67,392 shares as of 2021-12-31.

Added: Visa Inc (V)

WT Wealth Management added to a holding in Visa Inc by 39.31%. The purchase prices were between $190.16 and $233.88, with an estimated average price of $214.28. The stock is now traded at around $214.680000. The impact to a portfolio due to this purchase was 0.39%. The holding were 17,492 shares as of 2021-12-31.

Added: Financial Select Sector SPDR (XLF)

WT Wealth Management added to a holding in Financial Select Sector SPDR by 48.17%. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $39.250000. The impact to a portfolio due to this purchase was 0.34%. The holding were 72,397 shares as of 2021-12-31.

Added: Mastercard Inc (MA)

WT Wealth Management added to a holding in Mastercard Inc by 33.64%. The purchase prices were between $306.28 and $369.56, with an estimated average price of $345.75. The stock is now traded at around $360.730000. The impact to a portfolio due to this purchase was 0.34%. The holding were 10,341 shares as of 2021-12-31.

Sold Out: WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE)

WT Wealth Management sold out a holding in WisdomTree Emerging Markets ex-State-Owned Enterpr. The sale prices were between $35.66 and $38.97, with an estimated average price of $37.55.

Sold Out: Roku Inc (ROKU)

WT Wealth Management sold out a holding in Roku Inc. The sale prices were between $203.94 and $344.46, with an estimated average price of $267.9.

Sold Out: Franklin Liberty US Low Volatility ETF (FLLV)

WT Wealth Management sold out a holding in Franklin Liberty US Low Volatility ETF. The sale prices were between $46.4 and $51.49, with an estimated average price of $49.13.

Sold Out: Twilio Inc (TWLO)

WT Wealth Management sold out a holding in Twilio Inc. The sale prices were between $248.17 and $369.23, with an estimated average price of $297.96.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

WT Wealth Management sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $352.17 and $403.48, with an estimated average price of $386.05.

Sold Out: Chewy Inc (CHWY)

WT Wealth Management sold out a holding in Chewy Inc. The sale prices were between $51.76 and $79.62, with an estimated average price of $65.29.



Here is the complete portfolio of WT Wealth Management. Also check out:

1. WT Wealth Management's Undervalued Stocks

2. WT Wealth Management's Top Growth Companies, and

3. WT Wealth Management's High Yield stocks

4. Stocks that WT Wealth Management keeps buyingThis article first appeared on GuruFocus.