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
$157M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.02M
3
+$314K
4
UVSP icon
Univest Financial
UVSP
+$303K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$234K

Top Sells

1
+$18.3M
2
+$5.6M
3
+$5.21M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.81M
5
UPS icon
United Parcel Service
UPS
+$2.57M

Sector Composition

1 Technology 3.33%
2 Consumer Discretionary 3.26%
3 Healthcare 1.67%
4 Communication Services 1.22%
5 Utilities 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
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