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
76
$364K 0.23%
2,281
+149
77
$353K 0.22%
9,075
+3,850
78
$352K 0.22%
1,258
-82
79
$346K 0.21%
9,587
+4,969
80
$335K 0.21%
8,210
+1,460
81
$332K 0.21%
702
+71
82
$327K 0.2%
+2,631
83
$320K 0.2%
2,062
-166
84
$318K 0.2%
3,145
+1,093
85
$318K 0.2%
8,394
+2,560
86
$318K 0.2%
4,755
-113
87
$316K 0.2%
8,934
88
$308K 0.19%
3,251
-28
89
$304K 0.19%
1,341
-1
90
$292K 0.18%
506
+27
91
$279K 0.17%
6,901
+8
92
$274K 0.17%
2,088
-723
93
$270K 0.17%
+1,196
94
$270K 0.17%
3,767
+100
95
$270K 0.17%
+7,216
96
$264K 0.16%
13,540
-337
97
$253K 0.16%
711
-13
98
$249K 0.15%
1,286
-200
99
$247K 0.15%
1,896
+361
100
$247K 0.15%
3,205
-549
2 3
4
5 6