April 01, 2021 – EisnerAmper Wealth Administration Company Advantages, buys Invesco Optimum Yield Diversified Commodity, iShares Brief Treasury Bond ETF, FlexShares International Upstream Pure Assets Index, sells iShares Core MSCI Rising Markets ETF, Vanguard FTSE Rising
The funding firm EisnerAmper Wealth Administration Company Advantages, (present portfolio) buys Invesco Optimum Yield Diversified Commodity, iShares Brief Treasury Bond ETF, FlexShares International Upstream Pure Assets Index, Vanguard Progress ETF, S&P 500 ETF TRUST ETF, sells iShares Core MSCI Rising Markets ETF, Vanguard FTSE Rising Markets ETF, PowerShares QQQ Belief Ser 1, iShares Gold Belief, Vanguard Small Cap ETF in the course of the 3-month interval ended 2021Q1, in response to the most recent filings from the funding firm, EisnerAmper Wealth Administration Company Advantages ,. Within the first quarter of 2021, EisnerAmper Wealth Administration Company Advantages owns 46 shares with a complete worth of $ 183 million. These are the main points of purchases and gross sales.
- New purchases: PDBC, GUNR, VUG, DLS, AGGY,
- Added positions: SHV, DGRW, EWJ, DGS, DES, BIV, GLDM, SPY, IVV, BSV, IEF, PCY, MUB, TIP,
- Diminished positions: IEMG, IVW, VYM, SDY, VBK, JKL, QLD, EEM, DEM,
- Out of print: VWO, QQQ, IAU, VB, MGC,
For extra data on purchases and gross sales of shares of EisnerAmper Wealth Administration Company Advantages, LLC, go to https://www.gurufocus.com/guru/eisneramper+wealth+administration+company+advantages% 2C + llc / current-portfolio / portfolio
Listed below are the highest 5 titles of EisnerAmper Wealth Administration Company Advantages, LLC
- iShares S&P 500 Progress ETF (IVW) – 384,406 shares, 13.70% of whole portfolio. Shares diminished by 3.06%
- Vanguard FTSE Developed Markets ETF (VEA) – 323,671 shares, 8.70% of whole portfolio. Shares diminished by 0.09%
- WisdomTree Rising Markets SmallCap Dividend Fund (DGS) – 282,354 shares, 7.93% of whole portfolio. 1.35% added shares
- WisdomTree US SmallCap Dividend Fund (DES) – 444,211 shares, 7.57% of whole portfolio. 1.44% added shares
- SPDR Dividend ETF (SDY) – 100,501 shares, 6.49% of the entire portfolio. Shares diminished by 2.24%
New buy: Invesco Optimum Yield Diversified Commodity (PDBC)
EisnerAmper Wealth Administration Company Advantages, initiated a stake in Invesco Optimum Yield Diversified Commodity. Buy costs ranged from $ 15.21 to $ 18.16, with an estimated common value of $ 16.83. The inventory is now buying and selling at round $ 17.530000. The influence on a portfolio linked to this buy is 0.76%. The holding was 81,027 shares as of 2021-03-31.
New buy: FlexShares International Upstream Pure Assets Index (GUNR)
EisnerAmper Wealth Administration Company Advantages, initiated a participation in FlexShares International Upstream Pure Assets Index. Buy costs ranged from $ 32.8 to $ 37.59, with an estimated common value of $ 35.39. The inventory is now buying and selling at round $ 36.630000. The influence on a portfolio linked to this buy is 0.31%. The holding was 15,799 shares as of 2021-03-31.
New buy: Vanguard Progress ETF (VUG)
EisnerAmper Wealth Administration Company Advantages, initiated a stake in Vanguard Progress ETF. Buy costs ranged from $ 242.78 to $ 268.49, with an estimated common value of $ 256.33. The inventory is now buying and selling at round $ 261.380000. The influence on a portfolio linked to this buy is 0.12%. The holding was 845 shares as of 2021-03-31.
New buy: WisdomTree Worldwide SmallCap Dividend Fund (DLS)
EisnerAmper Wealth Administration Company Advantages, initiated a stake in WisdomTree Worldwide SmallCap Dividend Fund. Buy costs ranged from $ 67.26 to $ 73.23, with an estimated common value of $ 70.53. The inventory is now buying and selling at round $ 73.070000. The influence on a portfolio linked to this buy is 0.11%. There have been 2,823 shares held as of 2021-03-31.
New buy: WisdomTree Yield Enhanced US Combination Bond Fund (AGGY)
EisnerAmper Wealth Administration Company Advantages, initiated a stake in WisdomTree Yield Enhanced US Combination Bond Fund. Buy costs ranged from $ 51 to $ 53.32, with an estimated common value of $ 52.25. The inventory is now buying and selling at round $ 51.360000. The influence on a portfolio linked to this buy is 0.11%. The holding was 3,907 shares as of 2021-03-31.
Added: iShares Brief Treasury Bond ETF (SHV)
EisnerAmper Wealth Administration Company Advantages, added to a 316.87% stake in iShares Brief Treasury Bond ETF. Buy costs ranged from $ 110.51 to $ 110.53, with an estimated common value of $ 110.52. The inventory is now buying and selling at round $ 110.510000. The influence on a portfolio linked to this buy is 0.51%. The holding was 11,018 shares as of 2021-03-31.
Added: S&P 500 ETF TRUST ETF (SPY)
EisnerAmper Wealth Administration Company Advantages, added to a 67.70% stake within the S&P 500 ETF TRUST ETF. Buy costs ranged from $ 368.79 to $ 397.26, with an estimated common value of $ 385.64. The inventory is now buying and selling at round $ 400.640000. The influence on a portfolio linked to this buy is 0.11%. The holding was 1,241 shares as of 2021-03-31.
Added: iShares 7-10 Yr Treasury Bond ETF (IEF)
EisnerAmper Wealth Administration Company Advantages, added to a 36.38% stake in iShares 7-10 Yr Treasury Bond ETF. Buy costs ranged from $ 112.93 to $ 119.83, with an estimated common value of $ 116.44. The inventory is now buying and selling at round $ 113.360000. The influence on a portfolio linked to this buy is 0.07%. The holding was 4,472 shares as of 2021-03-31.
Bought out: Vanguard FTSE Rising Markets ETF (VWO)
EisnerAmper Wealth Administration Company Advantages, offered a stake in Vanguard FTSE Rising Markets ETF. Promoting costs ranged from $ 50.28 to $ 56.42, with an estimated common value of $ 53.17.
Bought out: PowerShares QQQ Belief Ser 1 (QQQ)
EisnerAmper Wealth Administration Company Advantages, offered a stake in PowerShares QQQ Belief Ser 1. Promoting costs ranged from $ 299.56 to $ 336.03, with an estimated common value of $ 319.4.
Bought out: iShares Gold Belief (IAU)
EisnerAmper Wealth Administration Company Advantages, offered a stake in iShares Gold Belief. Promoting costs ranged from $ 16.02 to $ 18.59, with an estimated common value of $ 17.09.
Bought out: Vanguard Small Cap ETF (VB)
EisnerAmper Wealth Administration Company Advantages, offered a stake in Vanguard Small Cap ETF. Promoting costs ranged from $ 191.01 to $ 222.87, with an estimated common value of $ 210.15.
Bought out: Vanguard Mega Cap 300 Index ETF (MGC)
EisnerAmper Wealth Administration Company Advantages, offered a stake in Vanguard Mega Cap 300 Index ETF. Promoting costs ranged from $ 131.25 to $ 140.23, with an estimated common value of $ 136.65.
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