BWP

Balboa Wealth Partners Portfolio holdings

AUM $580M
1-Year Est. Return 44.8%
This Quarter Est. Return
1 Year Est. Return
+44.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$38.5M
2 +$14.4M
3 +$14.3M
4
AMZN icon
Amazon
AMZN
+$6.18M
5
NVDA icon
NVIDIA
NVDA
+$6.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.48%
2 Consumer Discretionary 21.28%
3 Financials 7.96%
4 Healthcare 5.5%
5 Communication Services 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$64K 0.03%
+2,349
202
$47K 0.02%
+10,917
203
$39K 0.02%
+10,500
204
$21K 0.01%
+30,600
205
$16K 0.01%
+875
206
$0 ﹤0.01%
+48,119