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
$161M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$600K
3
+$536K
4
CRM icon
Salesforce
CRM
+$505K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$480K

Top Sells

1
+$2.68M
2
+$2.55M
3
+$2.44M
4
JSMD icon
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
+$1.13M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$987K

Sector Composition

1 Industrials 7.03%
2 Technology 5.09%
3 Healthcare 2.6%
4 Communication Services 1.43%
5 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.34%
22,054
-512
52
$530K 0.33%
1,293
-11
53
$522K 0.32%
21,230
+2,307
54
$505K 0.31%
+2,526
55
$497K 0.31%
10,189
-734
56
$497K 0.31%
8,978
+142
57
$484K 0.3%
1,692
+726
58
$480K 0.3%
8,975
+16
59
$475K 0.29%
9,369
60
$471K 0.29%
4,429
-826
61
$468K 0.29%
7,552
-838
62
$454K 0.28%
2,180
+744
63
$451K 0.28%
9,389
-184
64
$445K 0.28%
958
+394
65
$443K 0.27%
5,566
-118
66
$434K 0.27%
6,072
+30
67
$424K 0.26%
1,168
+62
68
$411K 0.25%
1,821
+623
69
$409K 0.25%
+5,071
70
$403K 0.25%
1,976
+1
71
$392K 0.24%
2,635
+1,309
72
$392K 0.24%
18,879
+749
73
$386K 0.24%
3,972
+973
74
$383K 0.24%
21,145
+2,920
75
$375K 0.23%
2,937
+709
1 2
3
4 5