We are live on
!
Find out more
BWP
Balboa Wealth Partners Portfolio holdings
AUM
$596M
1-Year Est. Return
40.89%
This Fund
S&P 500
This Quarter
Est. Return
-1.89%
1 Year Est. Return
+40.89%
3 Year Est. Return
+158.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$596M
AUM Growth
-$8.46M
(-1.4%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
35.35%
Holding
492
New
59
Increased
186
Reduced
143
Closed
37
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$15.5M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$2.18M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$2.05M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$2.05M |
| 5 |
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
|
+$1.96M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.31M |
| 2 |
iShares US Telecommunications ETF
IYZ
|
+$3.02M |
| 3 |
iShares US Healthcare ETF
IYH
|
+$2.89M |
| 4 |
iShares US Technology ETF
IYW
|
+$2.86M |
| 5 |
iShares US Utilities ETF
IDU
|
+$2.74M |
Sector Composition
| 1 | Technology | 25.53% |
| 2 | Consumer Discretionary | 11.26% |
| 3 | Communication Services | 6.94% |
| 4 | Industrials | 5.53% |
| 5 | Financials | 5.5% |
Similar funds
LOWM
TAIM
BCM
ECM
PJSIMP
FSG
PIWA
SCM