BWA
BCU Wealth Advisors Portfolio holdings
AUM
$247M
1-Year Est. Return
12.09%
1 Year Est. Return
+12.09%
AUM
$223M
AUM Growth
+$30.5M
(+16%)
Holding
61
Top Buys
| 1 | +$5.55M | |
| 2 | +$1.74M | |
| 3 | +$1.61M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.44M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.3M |
Top Sells
| 1 | +$3.3M | |
| 2 | +$1.15M | |
| 3 | +$815K | |
| 4 |
Apple
AAPL
|
+$735K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$471K |
Sector Composition
| 1 | Healthcare | 1.29% |
| 2 | Technology | 0.59% |
| 3 | Consumer Staples | 0.59% |
| 4 | Financials | 0.37% |
| 5 | Industrials | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Gold Trust
IAU
$66.6B
| $255K | 0.11% |
4,094
+333
|
|
||
|
BAI
52
iShares A.I. Innovation and Tech Active ETF
BAI
$5.4B
| $253K | 0.11% |
+8,754
|
|
||
53
iShares Convertible Bond ETF
ICVT
$3.04B
| $251K | 0.11% |
2,788
-564
|
|
||
54
JPMorgan Chase
JPM
$823B
| $241K | 0.11% |
833
+4
|
|
||
55
Technology Select Sector SPDR Fund
XLK
$94.7B
| $227K | 0.1% |
+896
|
|
||
56
iShares US Treasury Bond ETF
GOVT
$28.5B
| $216K | 0.1% |
9,410
-395
|
|
||
57
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-8,959
|
|
||
58
Johnson & Johnson
JNJ
$467B
| – | – |
-1,255
|
|
||
59
iShares US Infrastructure ETF
IFRA
$3.12B
| – | – |
-5,651
|
|
||
60
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
| – | – |
-20,950
|
|
||
|
61
Apple
AAPL
$3.89T
| – | – |
-3,309
|
|