BWG
Balanced Wealth Group Portfolio holdings
AUM
$279M
1-Year Est. Return
17.49%
This Fund
S&P 500
1 Year Est. Return
+17.49%
AUM
$279M
AUM Growth
+$6.12M
(+2.2%)
Holding
76
Top Buys
| 1 | +$2.11M | |
| 2 | +$1.41M | |
| 3 | +$1.21M | |
| 4 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$620K |
| 5 |
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
|
+$503K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$423K | |
| 3 | +$313K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$291K |
| 5 |
Salesforce
CRM
|
+$251K |
Sector Composition
| 1 | Technology | 6.24% |
| 2 | Communication Services | 0.83% |
| 3 | Utilities | 0.72% |
| 4 | Consumer Discretionary | 0.57% |
| 5 | Healthcare | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard High Dividend Yield ETF
VYM
$78.5B
| – | – |
-2,999
|
|