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
$179M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$356K
3
+$342K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$287K
5
LOW icon
Lowe's Companies
LOW
+$272K

Top Sells

1
+$2.4M
2
+$1.16M
3
+$616K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$571K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$447K

Sector Composition

1 Technology 6.93%
2 Industrials 5%
3 Healthcare 2.11%
4 Consumer Discretionary 1.91%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.14%
1,512
+299
102
$252K 0.14%
+3,663
103
$252K 0.14%
+1,304
104
$242K 0.14%
2,599
105
$241K 0.13%
+5,129
106
$240K 0.13%
959
+71
107
$238K 0.13%
+9,982
108
$237K 0.13%
870
+5
109
$237K 0.13%
3,896
-219
110
$236K 0.13%
+3,061
111
$235K 0.13%
543
+51
112
$231K 0.13%
+509
113
$230K 0.13%
+580
114
$229K 0.13%
+1,968
115
$224K 0.12%
3,167
+13
116
$224K 0.12%
26,374
+5,516
117
$224K 0.12%
+1,596
118
$223K 0.12%
+581
119
$222K 0.12%
1,672
-316
120
$220K 0.12%
+395
121
$218K 0.12%
+1,739
122
$214K 0.12%
+2,671
123
$209K 0.12%
450
-67
124
$206K 0.11%
+2,386
125
$206K 0.11%
3,037
+13
2 3 4
5
6