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
$154M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$293K
2 +$272K
3 +$206K
4
PYPL icon
PayPal
PYPL
+$200K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$195K

Top Sells

1 +$453K
2 +$432K
3 +$397K
4
BND icon
Vanguard Total Bond Market
BND
+$348K
5
USB icon
US Bancorp
USB
+$346K

Sector Composition

1 Industrials 6.18%
2 Technology 5.61%
3 Healthcare 2.52%
4 Communication Services 1.52%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-17,359