BW
BIP Wealth Portfolio holdings
AUM
$1.62B
This Quarter Return
+4.83%
1 Year Return
+10.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.47B
AUM Growth
+$1.47B
(+20%)
Cap. Flow
+$192M
Cap. Flow
% of AUM
13.09%
Top 10 Holdings %
Top 10 Hldgs %
67.36%
Holding
246
New
52
Increased
136
Reduced
29
Closed
1
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$41.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$22.3M |
| 3 |
Vanguard Value ETF
VTV
|
$14M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$12.2M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$10.4M |
Top Sells
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Consumer Discretionary | 1.24% |
| 3 | Financials | 1.01% |
| 4 | Consumer Staples | 0.68% |
| 5 | Healthcare | 0.5% |
