BWP
Bernardo Wealth Planning Portfolio holdings
AUM
$461M
This Quarter Return
+6.98%
1 Year Return
+11.19%
3 Year Return
+46.66%
5 Year Return
+78.46%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+8.9%)
Cap. Flow
+$7.04M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
61.73%
Holding
94
New
4
Increased
50
Reduced
20
Closed
2
Top Buys
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$6.52M |
| 2 |
iShares US Infrastructure ETF
IFRA
|
$2.06M |
| 3 |
LPTV
Loop Media, Inc.
LPTV
|
$191K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$183K |
| 5 |
iShares US Energy ETF
IYE
|
$181K |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Consumer Discretionary | 1.91% |
| 3 | Healthcare | 1.73% |
| 4 | Communication Services | 0.8% |
| 5 | Financials | 0.73% |
