BWG
Beta Wealth Group Portfolio holdings
AUM
$273M
This Quarter Return
+6.08%
1 Year Return
+10%
3 Year Return
+34.25%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+17%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
10.8%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
115
New
17
Increased
51
Reduced
28
Closed
15
Top Buys
| 1 |
VanEck Agribusiness ETF
MOO
|
$11.5M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$11.2M |
| 3 |
iShares International Select Dividend ETF
IDV
|
$7.33M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$5.13M |
| 5 |
Western Digital
WDC
|
$3.69M |
Top Sells
Sector Composition
| 1 | Technology | 12.87% |
| 2 | Financials | 7.1% |
| 3 | Communication Services | 6.48% |
| 4 | Consumer Discretionary | 4.16% |
| 5 | Consumer Staples | 2.82% |
