BBW

Blue Barn Wealth Portfolio holdings

AUM $212M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.66M
3
+$5.61M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$5.25M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.06%
2 Industrials 0.32%
3 Consumer Discretionary 0.3%
4 Communication Services 0.25%
5 Real Estate 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.38%
+859
52
$360K 0.37%
+14,489
53
$349K 0.36%
+1,286
54
$337K 0.35%
+6,680
55
$334K 0.34%
+10,905
56
$319K 0.33%
+5,930
57
$313K 0.32%
+12,331
58
$309K 0.32%
+1,862
59
$296K 0.3%
+11,342
60
$289K 0.3%
+1,680
61
$264K 0.27%
+4,800
62
$263K 0.27%
+10,112
63
$255K 0.26%
+1,298
64
$244K 0.25%
+702
65
$236K 0.24%
+3,986
66
$223K 0.23%
+2,238
67
$203K 0.21%
+4,494
68
$203K 0.21%
+887
69
$155K 0.16%
+14,675
1 2
3