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
$168M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.53M
3
+$1.32M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.27M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.16M

Top Sells

1
+$303K
2
+$272K
3
+$95.2K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$82.5K
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$1.35K

Sector Composition

1 Healthcare 1.85%
2 Technology 0.93%
3 Consumer Staples 0.67%
4 Industrials 0.23%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$684K 0.41%
9,513
27
$662K 0.39%
10,523
+56
28
$625K 0.37%
6,376
-970
29
$588K 0.35%
2,968
+9
30
$549K 0.33%
1,126
+102
31
$512K 0.31%
4,491
+16
32
$493K 0.29%
2,384
+10
33
$456K 0.27%
7,942
-4,743
34
$399K 0.24%
3,159
+8
35
$394K 0.23%
2,087
+3
36
$358K 0.21%
5,328
+11
37
$345K 0.21%
+1,217
38
$344K 0.2%
2,830
39
$332K 0.2%
5,850
+10
40
$316K 0.19%
1,435
+2
41
$310K 0.19%
4,951
+25
42
$251K 0.15%
2,684
+218
43
$247K 0.15%
2,035
+8
44
$241K 0.14%
5,182
-29
45
$229K 0.14%
532
46
$227K 0.14%
1,217
47
$223K 0.13%
+4,742
48
$210K 0.12%
+1,230
49
$207K 0.12%
+2,478
50
$201K 0.12%
+1,243
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