BBW

Blue Barn Wealth Portfolio holdings

AUM $228M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
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
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130
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131
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133
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-11,982
134
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-47,246
135
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