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
$195M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$826K
3
+$620K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$619K
5
PALC icon
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
+$617K

Top Sells

1
+$770K
2
+$592K
3
+$275K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$237K
5
MU icon
Micron Technology
MU
+$214K

Sector Composition

1 Technology 6.96%
2 Financials 2.34%
3 Healthcare 2.26%
4 Consumer Discretionary 2.12%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.12%
2,108
+102
127
$241K 0.12%
3,845
+285
128
$239K 0.12%
2,347
129
$237K 0.12%
2,441
+54
130
$237K 0.12%
3,572
131
$237K 0.12%
3,801
-95
132
$233K 0.12%
1,130
+24
133
$231K 0.12%
4,875
+171
134
$231K 0.12%
1,170
-3
135
$227K 0.12%
+117
136
$225K 0.12%
+444
137
$221K 0.11%
+2,381
138
$220K 0.11%
+996
139
$218K 0.11%
+1,860
140
$215K 0.11%
+722
141
$212K 0.11%
8,456
142
$212K 0.11%
+368
143
$211K 0.11%
+4,221
144
$209K 0.11%
+1,097
145
$206K 0.11%
+1,134
146
$205K 0.11%
+1,006
147
$203K 0.1%
+2,191
148
$201K 0.1%
+693
149
$190K 0.1%
+10,111
150
$164K 0.08%
15,542
-11,074
3 4 5
6
7