healthcare

Sector Round-Up | WSBE 421

Percent Gain/Loss 1 Month 3 Month YTD Communication Services (XLC) 3.57% 13.84% 11.66% Consumer Discretionary (XLY) 0.46% 5.18% 3.07% Consumer Staples (XLP) 2.93% 0.92% -0.67% Energy (XLE) -1.52% 24.82% 26.20% Financials (XLF) 0.76% 14.70% 12.48% Health Care (XLV) 0.48% 3.01% 0.93% Industrials (XLI) 3.16% 7.33% 6.65% Materials (XLB) 0.66% 6.99% 5.13% Real Estate (XLRE) 0.91% 9.11% 6.13% Technology (XLK) -1.23% 2.22% 0.79% Utilities (XLU) 3.06% 2.95% -0.21% Source: SPDR Select ETFs The energy sector continues powering higher, with the  

Current Portfolio | WSBE 421

ETFs Symbol Price Bought Price on 3/31/2021 Gain/Loss % Rating Dividends YTD Cohen & Steers REIT and Preferred Income RNP $23.34 $24.39 5% Hold 0.12 Consumer Discretionary Select Sector SPDR XLY $116.94 $168.07 44% Hold 0.26 SPDR S&P 500 ETF Trust SPY $218.25 $396.33 82% Hold 1.28 Technology Select Sector SPDR XLK — $132.81 219% Sold — Vanguard Dividend Appreciation Index VIG $105.13 $147.08 40% Hold 0.51 Mutual Funds Symbol Price Bought Price on 3/31/2021 Gain/Loss % Rating Dividends YTD Artisan Mid Cap  

Sector Round-Up | WSBS 421

Percent Gain/Loss 1 Month 1 Year YTD Communication Services (XLC) 3.57% 13.84% 11.66% Consumer Discretionary (XLY) 0.46% 5.18% 3.07% Consumer Staples (XLP) 2.93% 0.92% -0.67% Energy (XLE) -1.52% 24.82% 26.20% Financials (XLF) 0.76% 14.70% 12.48% Health Care (XLV) 0.48% 3.01% 0.93% Industrials (XLI) 3.16% 7.33% 6.65% Materials (XLB) 0.66% 6.99% 5.13% Real Estate (XLRE) 0.91% 9.11% 6.13% Technology (XLK) -1.23% 2.22% 0.79% Utilities (XLU) 3.06% 2.95% -0.21% Source: Select SPDR ETFs This month’s featured stock, Textainer Group Holdings (TGH)  

Growth & Income 839

Carrier Global Corporation (CARR)| Daily Alert February 25 Key players in the logistics of transporting the vaccine are freezer box and dry ice manufacturers.5 Once the vaccine reaches its destination, it needs