Investment company Financial Network Wealth Management LLC (Current Portfolio) buys Nuveen ESG Mid-Cap Growth ETF, iShares National Muni Bond ETF, Invesco BulletShares 2029 Corporate Bond ETF, Extra Space Storage Inc, iShares Core U.S. REIT ETF, sells , Invesco BulletShares 2021 Corporate Bond ETF, iShares Russell 2000 ETF, Federal Realty Investment Trust, Intel Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Financial Network Wealth Management LLC. As of 2021Q4, Financial Network Wealth Management LLC owns 115 stocks with a total value of $197 million. These are the details of the buys and sells.
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New Purchases: NUMG, BSCT, EXR, USRT, LSI, VWO, ACM, NVO, ACN, BDX, BIV, WY,
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Added Positions: IVV, EAGG, BNDC, IXUS, MUB, FVD, ESGV, VEA, IJH, RAVI, IEFA, GOVT, ESGD, VTEB, QQQ, IEMG, BSV, LOW, VIG, CRM, TGT, EMB,
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Reduced Positions: IJR, NVDA, ESG, AAPL, NSC, UL, TMO, ZBH, CSCO, UNH, VTV, JNJ, DGRO, HDV, COST, UNP, VUG, VTI, VZ, T,
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Sold Out: COR, BSCL, IWM, FRT, INTC,
For the details of Financial Network Wealth Management LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/financial+network+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Financial Network Wealth Management LLC
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FlexShares Core Select Bond Fund (BNDC) - 610,097 shares, 8.04% of the total portfolio. Shares added by 5.59%
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Apple Inc (AAPL) - 84,981 shares, 7.64% of the total portfolio. Shares reduced by 1.01%
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iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) - 271,173 shares, 7.58% of the total portfolio. Shares added by 6.66%
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iShares Core S&P 500 ETF (IVV) - 22,864 shares, 5.52% of the total portfolio. Shares added by 9.64%
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Vanguard ESG U.S. Stock ETF (ESGV) - 117,489 shares, 5.23% of the total portfolio. Shares added by 3.19%
New Purchase: Nuveen ESG Mid-Cap Growth ETF (NUMG)
Financial Network Wealth Management LLC initiated holding in Nuveen ESG Mid-Cap Growth ETF. The purchase prices were between $46.99 and $52.67, with an estimated average price of $49.94. The stock is now traded at around $40.060000. The impact to a portfolio due to this purchase was 0.92%. The holding were 37,026 shares as of 2021-12-31.
New Purchase: Invesco BulletShares 2029 Corporate Bond ETF (BSCT)
Financial Network Wealth Management LLC initiated holding in Invesco BulletShares 2029 Corporate Bond ETF. The purchase prices were between $20.64 and $21.1, with an estimated average price of $20.89. The stock is now traded at around $20.350000. The impact to a portfolio due to this purchase was 0.16%. The holding were 14,800 shares as of 2021-12-31.
New Purchase: Vanguard FTSE Emerging Markets ETF (VWO)
Financial Network Wealth Management LLC initiated holding in Vanguard FTSE Emerging Markets ETF. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $48.050000. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,084 shares as of 2021-12-31.
New Purchase: iShares Core U.S. REIT ETF (USRT)
Financial Network Wealth Management LLC initiated holding in iShares Core U.S. REIT ETF. The purchase prices were between $58.59 and $67.59, with an estimated average price of $63.23. The stock is now traded at around $60.450000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,821 shares as of 2021-12-31.
New Purchase: Life Storage Inc (LSI)
Financial Network Wealth Management LLC initiated holding in Life Storage Inc. The purchase prices were between $114.66 and $153.18, with an estimated average price of $134.07. The stock is now traded at around $130.120000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,635 shares as of 2021-12-31.
New Purchase: Extra Space Storage Inc (EXR)
Financial Network Wealth Management LLC initiated holding in Extra Space Storage Inc. The purchase prices were between $167.89 and $226.73, with an estimated average price of $199.01. The stock is now traded at around $190.340000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,150 shares as of 2021-12-31.
Added: iShares National Muni Bond ETF (MUB)
Financial Network Wealth Management LLC added to a holding in iShares National Muni Bond ETF by 138.74%. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $113.830000. The impact to a portfolio due to this purchase was 0.27%. The holding were 8,048 shares as of 2021-12-31.
Added: Vanguard FTSE Developed Markets ETF (VEA)
Financial Network Wealth Management LLC added to a holding in Vanguard FTSE Developed Markets ETF by 51.85%. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $48.100000. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,740 shares as of 2021-12-31.
Added: iShares Core S&P Mid-Cap ETF (IJH)
Financial Network Wealth Management LLC added to a holding in iShares Core S&P Mid-Cap ETF by 23.52%. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $251.960000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,661 shares as of 2021-12-31.
Sold Out: (COR)
Financial Network Wealth Management LLC sold out a holding in . The sale prices were between $138.34 and $172.51, with an estimated average price of $159.11.
Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)
Financial Network Wealth Management LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.
Sold Out: Federal Realty Investment Trust (FRT)
Financial Network Wealth Management LLC sold out a holding in Federal Realty Investment Trust. The sale prices were between $119.87 and $137.12, with an estimated average price of $127.09.
Sold Out: iShares Russell 2000 ETF (IWM)
Financial Network Wealth Management LLC sold out a holding in iShares Russell 2000 ETF. The sale prices were between $212.12 and $241.83, with an estimated average price of $225.48.
Sold Out: Intel Corp (INTC)
Financial Network Wealth Management LLC sold out a holding in Intel Corp. The sale prices were between $47.89 and $56, with an estimated average price of $51.07.
Here is the complete portfolio of Financial Network Wealth Management LLC. Also check out:
1. Financial Network Wealth Management LLC's Undervalued Stocks
2. Financial Network Wealth Management LLC's Top Growth Companies, and
3. Financial Network Wealth Management LLC's High Yield stocks
4. Stocks that Financial Network Wealth Management LLC keeps buyingThis article first appeared on GuruFocus.
