BBW

Blue Barn Wealth Portfolio holdings

AUM $68.7M
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
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
+$6.67M
2
+$3.15M
3
+$2.64M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$2.39M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.36M

Top Sells

1
+$9.85M
2
+$3.54M
3
+$2.08M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.29M
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
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140
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141
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