BPWA
Beacon Pointe Wealth Advisors Portfolio holdings
AUM
$543M
This Quarter Return
-12.91%
1 Year Return
+23.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
–
Cap. Flow
+$277M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.46%
Holding
220
New
220
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$20.3M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$11.8M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$9.11M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$8.98M |
| 5 |
PPBI
Pacific Premier Bancorp
PPBI
|
$8.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.38% |
| 2 | Technology | 6.5% |
| 3 | Healthcare | 6.34% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Industrials | 3.1% |
