BWMG
Barnes Wealth Management Group Portfolio holdings
AUM
$182M
1-Year Est. Return
13.65%
1 Year Est. Return
+13.65%
AUM
$169M
AUM Growth
+$13.5M
(+8.7%)
Holding
176
Top Buys
| 1 | +$1.56M | |
| 2 | +$1.29M | |
| 3 | +$1.2M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.19M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$845K |
Top Sells
| 1 | +$3.96M | |
| 2 | +$1.46M | |
| 3 | +$823K | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$486K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$294K |
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Communication Services | 2.05% |
| 3 | Energy | 1.73% |
| 4 | Financials | 1.46% |
| 5 | Consumer Discretionary | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Wells Fargo
WFC
$267B
| – | – |
-3,944
|
|