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
$909M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$77.7M
3
+$50.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.2M
5
VT icon
Vanguard Total World Stock ETF
VT
+$27.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.17%
2 Consumer Discretionary 1.01%
3 Financials 0.74%
4 Healthcare 0.72%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.04%
+9,719
127
$385K 0.04%
+1,814
128
$381K 0.04%
+2,925
129
$378K 0.04%
+11,097
130
$362K 0.04%
+1,294
131
$362K 0.04%
+1,670
132
$358K 0.04%
+19,277
133
$351K 0.04%
+5,671
134
$346K 0.04%
+4,440
135
$336K 0.04%
+10,000
136
$330K 0.04%
+3,311
137
$328K 0.04%
+3,368
138
$327K 0.04%
+6,559
139
$323K 0.04%
+3,481
140
$321K 0.04%
+8,469
141
$319K 0.04%
+1,321
142
$313K 0.03%
+662
143
$308K 0.03%
+4,663
144
$308K 0.03%
+3,076
145
$301K 0.03%
+2,727
146
$300K 0.03%
+1,782
147
$299K 0.03%
+3,133
148
$298K 0.03%
+13,167
149
$293K 0.03%
+1,298
150
$273K 0.03%
+4,550
3 4 5
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