Comprehensive Wealth Management as of Dec. 31, 2020
Portfolio Holdings for Comprehensive Wealth Management
Comprehensive Wealth Management holds 7 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 37.2 | $41M | 905k | 45.13 | |
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 33.4 | $37M | 842k | 43.60 | |
| Wisdomtree Tr Futre Strat Fd (WTMF) | 18.2 | $20M | 540k | 37.09 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 8.5 | $9.3M | 100k | 92.85 | |
| Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 1.8 | $1.9M | 87k | 22.20 | |
| Microsoft Corporation (MSFT) | 0.7 | $755k | 3.4k | 222.44 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $282k | 2.2k | 130.02 |
