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
$130M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$603K
2 +$596K
3 +$435K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$385K
5
ABNB icon
Airbnb
ABNB
+$345K

Sector Composition

1 Technology 4.12%
2 Healthcare 2.52%
3 Financials 1.17%
4 Consumer Staples 1.12%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,223
127
-1,575
128
-1,944
129
-4,239