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
$130M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$632K
2
+$499K
3
+$495K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$413K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$411K

Top Sells

1
+$603K
2
+$596K
3
+$435K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$385K
5
ABNB icon
Airbnb
ABNB
+$345K

Sector Composition

1 Technology 4.12%
2 Healthcare 2.52%
3 Financials 1.17%
4 Consumer Staples 1.12%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.34%
8,970
+1,717
52
$434K 0.33%
5,686
+47
53
$422K 0.32%
6,754
+1,080
54
$412K 0.32%
9,674
+5,604
55
$408K 0.31%
20,018
+4,631
56
$406K 0.31%
5,288
+254
57
$393K 0.3%
4,316
+14
58
$392K 0.3%
8,516
+692
59
$388K 0.3%
7,404
+259
60
$375K 0.29%
2,115
-2
61
$375K 0.29%
1,986
-54
62
$371K 0.28%
1,175
+29
63
$363K 0.28%
1,842
+42
64
$360K 0.28%
2,231
+84
65
$340K 0.26%
8,158
+228
66
$328K 0.25%
870
+1
67
$327K 0.25%
15,494
+47
68
$321K 0.25%
6,334
+734
69
$316K 0.24%
+3,137
70
$314K 0.24%
1,271
+1
71
$310K 0.24%
1,115
+27
72
$310K 0.24%
9,438
-58
73
$307K 0.24%
3,108
-156
74
$299K 0.23%
1,741
+562
75
$293K 0.22%
1,205
-77
1 2
3
4 5