BWG
Beta Wealth Group Portfolio holdings
AUM
$273M
This Quarter Return
+3.33%
1 Year Return
+10%
3 Year Return
+34.25%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
48.73%
Holding
60
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.31% |
| 2 | Communication Services | 8.27% |
| 3 | Financials | 6.89% |
| 4 | Industrials | 5.34% |
| 5 | Consumer Discretionary | 5.04% |
