BW

BIP Wealth Portfolio holdings

AUM $2.46B
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$704K
3
+$614K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$612K
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$548K

Top Sells

1
+$45.8M
2
+$27.7M
3
+$17M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.21M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.83M

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 1.02%
3 Financials 0.78%
4 Healthcare 0.51%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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207
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209
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214
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5 6 7 8
9