BBW
Blue Barn Wealth Portfolio holdings
AUM
$212M
1-Year Return
12.68%
This Quarter Return
-0.15%
1 Year Return
+12.68%
3 Year Return
+28.64%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$258K
(+0.14%)
Cap. Flow
-$5.62M
Cap. Flow
% of AUM
-3.13%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
149
New
14
Increased
81
Reduced
37
Closed
11
Top Buys
| 1 |
Shopify
SHOP
|
+$410K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$314K |
| 3 |
American Water Works
AWK
|
+$286K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$284K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$256K |
Top Sells
Sector Composition
| 1 | Technology | 7.06% |
| 2 | Industrials | 3.33% |
| 3 | Healthcare | 2.31% |
| 4 | Consumer Discretionary | 1.98% |
| 5 | Communication Services | 1.96% |
