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
$175M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$2.13M
3
+$1.98M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$1.78M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$1.06M

Top Sells

1
+$3.27M
2
+$2.96M
3
+$1.11M
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$241K
5
JNJ icon
Johnson & Johnson
JNJ
+$201K

Sector Composition

1 Healthcare 1.4%
2 Technology 0.94%
3 Consumer Staples 0.61%
4 Industrials 0.2%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$585K 0.33%
2,985
+17
27
$584K 0.33%
20,037
+152
28
$577K 0.33%
1,129
+3
29
$510K 0.29%
4,507
+16
30
$508K 0.29%
2,388
+4
31
$477K 0.27%
11,773
-80,652
32
$475K 0.27%
10,583
+60
33
$444K 0.25%
8,509
+567
34
$412K 0.24%
3,201
+42
35
$401K 0.23%
13,733
-101,452
36
$380K 0.22%
2,830
37
$358K 0.2%
5,340
+12
38
$354K 0.2%
1,222
+5
39
$349K 0.2%
2,091
+4
40
$338K 0.19%
1,437
+2
41
$322K 0.18%
5,865
+15
42
$305K 0.17%
4,975
+24
43
$290K 0.17%
+5,850
44
$275K 0.16%
3,233
+755
45
$274K 0.16%
3,083
+399
46
$267K 0.15%
1,217
47
$246K 0.14%
2,041
+6
48
$224K 0.13%
532
49
$224K 0.13%
2,480
50
$210K 0.12%
4,529
-213
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