BW
BIP Wealth Portfolio holdings
AUM
$1.62B
1-Year Return
10.68%
This Quarter Return
+7.35%
1 Year Return
+10.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.62B
AUM Growth
+$88.7M
(+5.8%)
Cap. Flow
-$9.94M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
64.07%
Holding
301
New
16
Increased
85
Reduced
148
Closed
18
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$5.53M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.87M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$3.81M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.25M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.23M |
Top Sells
Sector Composition
| 1 | Technology | 2.6% |
| 2 | Financials | 1.25% |
| 3 | Industrials | 1.13% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Consumer Staples | 0.63% |
