BWA

BCU Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 12.09%
This Quarter Est. Return
1 Year Est. Return
+12.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$9.77M
3
+$6.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.13M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.98%
2 Technology 0.69%
3 Consumer Staples 0.64%
4 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$545K 0.59%
+4,929
27
$503K 0.55%
+2,950
28
$501K 0.54%
+8,961
29
$489K 0.53%
+4,443
30
$441K 0.48%
+18,287
31
$418K 0.45%
+1,021
32
$416K 0.45%
+1,864
33
$401K 0.44%
+2,370
34
$366K 0.4%
+4,872
35
$287K 0.31%
+5,815
36
$286K 0.31%
+5,290
37
$265K 0.29%
+2,605
38
$263K 0.29%
+4,885
39
$251K 0.27%
+1,430
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