BWA
BCU Wealth Advisors Portfolio holdings
AUM
$247M
1-Year Est. Return
12.09%
1 Year Est. Return
+12.09%
AUM
$247M
AUM Growth
+$24.5M
(+11%)
Holding
61
Top Buys
| 1 | +$4.52M | |
| 2 | +$2.11M | |
| 3 | +$1.32M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$1.28M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$1.09M |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.23M | |
| 3 | +$1.08M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$404K |
| 5 |
Microsoft
MSFT
|
+$251K |
Sector Composition
| 1 | Healthcare | 1.32% |
| 2 | Technology | 0.6% |
| 3 | Consumer Staples | 0.5% |
| 4 | Industrials | 0.47% |
| 5 | Financials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| $280K | 0.11% |
2,707
+123
|
|
||
52
iShares Convertible Bond ETF
ICVT
$3.04B
| $271K | 0.11% |
2,712
-76
|
|
||
53
Amazon
AMZN
$2.31T
| $267K | 0.11% |
1,217
|
|
||
54
JPMorgan Chase
JPM
$823B
| $264K | 0.11% |
836
+3
|
|
||
55
Alphabet (Google) Class C
GOOG
$3.11T
| $258K | 0.1% |
+1,061
|
|
||
56
Technology Select Sector SPDR Fund
XLK
$94.7B
| $253K | 0.1% |
897
+1
|
|
||
57
Apple
AAPL
$3.89T
| $242K | 0.1% |
+950
|
|
||
58
Johnson & Johnson
JNJ
$467B
| $241K | 0.1% |
+1,298
|
|
||
59
iShares US Technology ETF
IYW
$22.4B
| $227K | 0.09% |
1,158
-5,490
|
|
||
60
iShares US Treasury Bond ETF
GOVT
$28.5B
| $217K | 0.09% |
9,403
-7
|
|
||
61
Emcor
EME
$31.3B
| $216K | 0.09% |
+332
|
|