BWG
Balanced Wealth Group Portfolio holdings
AUM
$230M
This Quarter Return
+11.58%
1 Year Return
+10.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.53%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$31.3M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$30M |
| 3 |
Apple
AAPL
|
$12.2M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.69M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.96% |
| 2 | Consumer Discretionary | 0.68% |
| 3 | Utilities | 0.58% |
| 4 | Financials | 0.5% |
| 5 | Communication Services | 0.49% |
