BWP
Bernardo Wealth Planning Portfolio holdings
AUM
$461M
1-Year Return
11.19%
This Quarter Return
-4.96%
1 Year Return
+11.19%
3 Year Return
+46.66%
5 Year Return
+78.46%
10 Year Return
–
AUM
$177M
AUM Growth
+$1.66M
(+0.95%)
Cap. Flow
+$3.54M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
61.57%
Holding
91
New
6
Increased
33
Reduced
28
Closed
7
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.83M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$4.99M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.62M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
$779K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
$461K |
Top Sells
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Consumer Discretionary | 2.62% |
| 3 | Healthcare | 1.83% |
| 4 | Communication Services | 0.98% |
| 5 | Financials | 0.94% |
