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
$228M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.19M
3 +$593K
4
NVDA icon
NVIDIA
NVDA
+$440K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$413K

Sector Composition

1 Technology 9.32%
2 Financials 2.81%
3 Consumer Discretionary 2.19%
4 Communication Services 2.14%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DHI icon
151
D.R. Horton
DHI
$43.7B
$223K 0.1%
+1,317
IBDR icon
152
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.81B
$221K 0.1%
9,112
RTX icon
153
RTX Corp
RTX
$263B
$221K 0.1%
1,322
-144
LMAT icon
154
LeMaitre Vascular
LMAT
$1.91B
$216K 0.1%
+2,473
CVX icon
155
Chevron
CVX
$333B
$216K 0.09%
+1,390
GLW icon
156
Corning
GLW
$80B
$216K 0.09%
2,630
-1,378
MAA icon
157
Mid-America Apartment Communities
MAA
$15.9B
$215K 0.09%
1,537
SAN icon
158
Banco Santander
SAN
$182B
$214K 0.09%
+20,449
RELX icon
159
RELX
RELX
$72.4B
$210K 0.09%
4,397
-703
SCHA icon
160
Schwab U.S Small- Cap ETF
SCHA
$20.6B
$209K 0.09%
+7,489
ESGE icon
161
iShares ESG Aware MSCI EM ETF
ESGE
$6.01B
$209K 0.09%
4,811
-370
WMB icon
162
Williams Companies
WMB
$79.3B
$209K 0.09%
+3,293
NVO icon
163
Novo Nordisk
NVO
$277B
$208K 0.09%
3,748
-1,095
GEV icon
164
GE Vernova
GEV
$178B
$206K 0.09%
+335
CALX icon
165
Calix
CALX
$3.59B
$206K 0.09%
+3,350
CVS icon
166
CVS Health
CVS
$105B
$204K 0.09%
+2,711
MNST icon
167
Monster Beverage
MNST
$80.1B
$204K 0.09%
+3,027
SHEL icon
168
Shell
SHEL
$209B
$203K 0.09%
+2,841
AES icon
169
AES
AES
$10.1B
$186K 0.08%
14,104
+1,362
PCG icon
170
PG&E
PCG
$32.9B
$168K 0.07%
+11,111
LYG icon
171
Lloyds Banking Group
LYG
$82.1B
$138K 0.06%
30,368
-5,047
ABNB icon
172
Airbnb
ABNB
$80.1B
-2,189
BBVA icon
173
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
-13,947
CTVA icon
174
Corteva
CTVA
$48.4B
-2,953
FCX icon
175
Freeport-McMoran
FCX
$86.7B
-4,651