BWP
Bernardo Wealth Planning Portfolio holdings
AUM
$461M
1-Year Est. Return
11.19%
1 Year Est. Return
+11.19%
AUM
$461M
AUM Growth
+$42.6M
(+10%)
Holding
126
Top Buys
| 1 | +$9.03M | |
| 2 | +$5.65M | |
| 3 | +$5.31M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$2.53M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.48M |
Top Sells
| 1 | +$8.66M | |
| 2 | +$5.29M | |
| 3 | +$2.36M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.67M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$926K |
Sector Composition
| 1 | Technology | 3.16% |
| 2 | Consumer Discretionary | 1.26% |
| 3 | Financials | 0.9% |
| 4 | Healthcare | 0.87% |
| 5 | Communication Services | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
United Rentals
URI
$63.3B
| – | – |
-327
|
|