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
51
$209K 0.12%
+9,111
52
$208K 0.12%
893
+2
53
$205K 0.12%
1,231
+1
54
$202K 0.12%
+1,060
55
– –
-1,243
56
– –
-5,182
57
– –
-40,478
1 2
3