BW

BIP Wealth Portfolio holdings

AUM $2.02B
1-Year Est. Return 11.92%
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.07M
3
+$4.59M
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$2.1M
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$2.08M

Top Sells

1
+$15.6M
2
+$2.1M
3
+$786K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$502K
5
XOM icon
Exxon Mobil
XOM
+$448K

Sector Composition

1 Technology 2.95%
2 Consumer Discretionary 1.3%
3 Financials 1.26%
4 Industrials 1.05%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$240K 0.02%
+1,437
227
$238K 0.02%
1,809
+239
228
$238K 0.02%
+2,369
229
$238K 0.02%
1,968
+407
230
$236K 0.02%
376
-9
231
$235K 0.02%
+1,117
232
$235K 0.02%
3,983
+841
233
$232K 0.02%
942
-268
234
$227K 0.02%
2,074
235
$227K 0.02%
+1,148
236
$225K 0.02%
3,206
237
$225K 0.02%
436
+11
238
$225K 0.02%
+3,274
239
$225K 0.02%
+2,802
240
$224K 0.02%
1,774
-1,775
241
$224K 0.02%
1,853
+24
242
$222K 0.01%
+1,082
243
$221K 0.01%
3,775
-493
244
$219K 0.01%
7,836
+322
245
$216K 0.01%
378
-81
246
$216K 0.01%
+1,745
247
$211K 0.01%
936
-200
248
$211K 0.01%
+1,418
249
$211K 0.01%
+4,028
250
$209K 0.01%
+1,283
7 8 9
10
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