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
51
$201K 0.12%
891
+1
52
$200K 0.12%
+2,480
53
– –
-8,508
1 2
3