Austin Private Wealth, LLC Goe – GuruFocus.com

Austin Personal Wealth, LLC lately filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report particulars which shares had been in a guru’s fairness portfolio on the finish of the quarter, although buyers ought to notice that these filings are restricted in scope, containing solely a snapshot of lengthy positions in U.S.-listed shares and American depository receipts as of the quarter’s finish. They aren’t required to incorporate worldwide holdings, quick positions or different kinds of investments. Nonetheless, even this restricted submitting can present priceless info.

3108 N LAMAR BOULEVARD AUSTIN, TX 78705

As of the newest 13F report, the guru’s fairness portfolio contained 135 shares valued at a complete of $476.00Mil. The highest holdings had been
VONE(13.56%),
SPLG(10.49%),
and
VTWO(9.16%).

In response to GuruFocus information, these had been Austin Personal Wealth, LLC’s prime 5 trades of the quarter.

iShares Nationwide Muni Bond ETF

Through the quarter, Austin Personal Wealth, LLC purchased 134,111 shares of ARCA:MUB for a complete holding of 142,879. The commerce had a 2.89% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $105.91.

On 10/28/2022, iShares Nationwide Muni Bond ETF traded for a value of $101.68 per share and a market cap of $28.44Bil. The inventory has returned -10.49% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, iShares Nationwide Muni Bond ETF has

a price-earnings ratio of 9999.00.

Vanguard Intermediate-Time period Bond ETF

The guru established a brand new place price 187,546 shares in ARCA:BIV, giving the inventory a 2.89% weight within the fairness portfolio. Shares traded for a median value of $77.06 in the course of the quarter.

On 10/28/2022, Vanguard Intermediate-Time period Bond ETF traded for a value of $73.09 per share and a market cap of $12.23Bil. The inventory has returned -15.41% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, Vanguard Intermediate-Time period Bond ETF has

a price-earnings ratio of 9999.00.

SPDR Portfolio S&P 500 ETF

Through the quarter, Austin Personal Wealth, LLC purchased 197,673 shares of ARCA:SPLG for a complete holding of 1,190,572. The commerce had a 1.74% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $46.53.

On 10/28/2022, SPDR Portfolio S&P 500 ETF traded for a value of $45 per share and a market cap of $13.96Bil. The inventory has returned -14.99% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, SPDR Portfolio S&P 500 ETF has

a price-earnings ratio of 9999.00 and

a price-book ratio of three.38.

iShares U.S. Treasury Bond ETF

Through the quarter, Austin Personal Wealth, LLC purchased 290,162 shares of BATS:GOVT for a complete holding of 806,902. The commerce had a 1.38% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $23.61.

On 10/28/2022, iShares U.S. Treasury Bond ETF traded for a value of $22.5102 per share and a market cap of $21.63Bil. The inventory has returned -13.72% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, iShares U.S. Treasury Bond ETF has

a price-earnings ratio of 9999.00.

iShares MSCI EAFE Progress ETF

Through the quarter, Austin Personal Wealth, LLC purchased 79,127 shares of BATS:EFG for a complete holding of 266,249. The commerce had a 1.2% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $81.57.

On 10/28/2022, iShares MSCI EAFE Progress ETF traded for a value of $76.39 per share and a market cap of $9.03Bil. The inventory has returned -29.42% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, iShares MSCI EAFE Progress ETF has

a price-earnings ratio of 9999.00 and

a price-book ratio of two.93.

Please notice, the numbers and information quoted are as of the writing of this text and should not issue within the newest buying and selling information or firm bulletins.

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