BWP
Bernardo Wealth Planning Portfolio holdings
AUM
$461M
This Quarter Return
+6.71%
1 Year Return
+11.19%
3 Year Return
+46.66%
5 Year Return
+78.46%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+6%)
Cap. Flow
+$930K
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
62.63%
Holding
84
New
8
Increased
27
Reduced
27
Closed
8
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$7.69M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$6.22M |
| 3 |
iShares Global Financials ETF
IXG
|
$4.24M |
| 4 |
iShares US Energy ETF
IYE
|
$3.32M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.65M |
Top Sells
Sector Composition
| 1 | Technology | 3.71% |
| 2 | Consumer Discretionary | 3.13% |
| 3 | Healthcare | 1.58% |
| 4 | Communication Services | 1.26% |
| 5 | Utilities | 0.58% |
