BWP
Balboa Wealth Partners Portfolio holdings
AUM
$499M
1-Year Return
34.32%
This Quarter Return
+14.96%
1 Year Return
+34.32%
3 Year Return
+170.49%
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
+$22M
(+8.3%)
Cap. Flow
-$10.9M
Cap. Flow
% of AUM
-3.79%
Top 10 Holdings %
Top 10 Hldgs %
46.55%
Holding
351
New
47
Increased
76
Reduced
111
Closed
44
Top Buys
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$6.53M |
| 2 |
Advanced Micro Devices
AMD
|
$2.53M |
| 3 |
NVIDIA
NVDA
|
$2.38M |
| 4 |
iShares US Real Estate ETF
IYR
|
$1.2M |
| 5 |
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
|
$1.12M |
Sector Composition
| 1 | Technology | 29.64% |
| 2 | Consumer Discretionary | 18.86% |
| 3 | Financials | 6.04% |
| 4 | Communication Services | 5.89% |
| 5 | Healthcare | 3.89% |
