BWP

Bernardo Wealth Planning Portfolio holdings

AUM $510M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$3.73M
3
+$2.55M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.68M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.62M

Top Sells

1
+$3.54M
2
+$3.03M
3
+$2.7M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.33M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.84M

Sector Composition

1 Technology 12.78%
2 Consumer Discretionary 5.38%
3 Communication Services 4.87%
4 Healthcare 4.76%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
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