BWP
Bernardo Wealth Planning Portfolio holdings
AUM
$461M
This Quarter Return
-13.09%
1 Year Return
+11.19%
3 Year Return
+46.66%
5 Year Return
+78.46%
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.83%
Holding
131
New
131
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$13.9M |
| 2 |
Apple
AAPL
|
$7.14M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$5.68M |
| 4 |
Amazon
AMZN
|
$3.39M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.33% |
| 2 | Healthcare | 7.05% |
| 3 | Communication Services | 5.8% |
| 4 | Consumer Discretionary | 5.53% |
| 5 | Industrials | 4.44% |
