BWS
BFI Wealth Solutions Portfolio holdings
AUM
$104M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$104M
AUM Growth
-$702K
(-0.67%)
Holding
76
Top Buys
| 1 | +$1.08M | |
| 2 | +$824K | |
| 3 | +$642K | |
| 4 |
Innovator Emerging Markets Power Buffer ETF October
EOCT
|
+$592K |
| 5 |
Innovator US Small Cap Power Buffer ETF October
KOCT
|
+$575K |
Top Sells
| 1 | +$4.97M | |
| 2 | +$2.07M | |
| 3 | +$1.14M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$995K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$987K |
Sector Composition
| 1 | Technology | 0.67% |
| 2 | Financials | 0.23% |
| 3 | Energy | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Innovator US Equity Buffer ETF August
BAUG
$194M
| – | – |
-6,000
|
|