BW
Balance Wealth Portfolio holdings
AUM $171M
This Quarter Return
-1.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$11.6M |
| 2 |
JPMorgan Equity Focus ETF
JPEF
|
+$10.2M |
| 3 |
Columbia Research Enhanced Core ETF
RECS
|
+$10M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$7.91M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$5.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.83% |
| 2 | Technology | 2.91% |
| 3 | Healthcare | 2.43% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Communication Services | 0.75% |
