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
$152M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$3.21M
3
+$2.55M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.44M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$2.4M

Top Sells

1
+$9.85M
2
+$3.54M
3
+$1.51M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.27M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$783K

Sector Composition

1 Industrials 7.49%
2 Technology 3.41%
3 Healthcare 2.38%
4 Communication Services 0.9%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.21%
6,417
-7,633
77
$307K 0.2%
3,279
+87
78
$305K 0.2%
8,934
-504
79
$304K 0.2%
2,999
-817
80
$303K 0.2%
622
-8
81
$300K 0.2%
+4,868
82
$296K 0.19%
1,647
-40
83
$288K 0.19%
1,342
+10
84
$280K 0.18%
3,754
+231
85
$278K 0.18%
+18,225
86
$269K 0.18%
6,893
-776
87
$268K 0.18%
1,436
-564
88
$268K 0.18%
13,877
-1,687
89
$264K 0.17%
+479
90
$258K 0.17%
1,486
-84
91
$258K 0.17%
966
-411
92
$255K 0.17%
4,475
-318
93
$250K 0.16%
4,802
-792
94
$249K 0.16%
+2,846
95
$249K 0.16%
1,198
-974
96
$245K 0.16%
2,228
+237
97
$242K 0.16%
3,667
+64
98
$239K 0.16%
1,324
-55
99
$238K 0.16%
2,018
-41
100
$236K 0.16%
724
-184
2 3
4
5 6