BSTWA
Blake Schutter Theil Wealth Advisors Portfolio holdings
AUM
$88.1M
This Quarter Return
-0.07%
1 Year Return
+12.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94.7M
AUM Growth
+$94.7M
(-32%)
Cap. Flow
-$33.1M
Cap. Flow
% of AUM
-34.94%
Top 10 Holdings %
Top 10 Hldgs %
44.5%
Holding
164
New
6
Increased
30
Reduced
51
Closed
49
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$3.2M |
| 2 |
Apple
AAPL
|
$2.92M |
| 3 |
Microsoft
MSFT
|
$2.34M |
| 4 |
NVIDIA
NVDA
|
$2.26M |
| 5 |
JPMorgan Chase
JPM
|
$1.59M |
Sector Composition
| 1 | Financials | 9.98% |
| 2 | Technology | 7.58% |
| 3 | Communication Services | 3.55% |
| 4 | Consumer Staples | 3.37% |
| 5 | Utilities | 2.81% |
