BWP

Bernardo Wealth Planning Portfolio holdings

AUM $461M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$7.14M
3 +$5.68M
4
AMZN icon
Amazon
AMZN
+$3.39M
5
USMV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$166K 0.15%
+11,534
127
$151K 0.13%
+55,439
128
$101K 0.09%
+2,788
129
$74K 0.07%
+11,600
130
$72K 0.06%
+24,141
131
$9K 0.01%
+16,520