BBW
Blue Barn Wealth Portfolio holdings
AUM
$212M
1-Year Est. Return
12.68%
1 Year Est. Return
+12.68%
AUM
$192M
AUM Growth
+$2.1M
(+1.1%)
Holding
162
Top Buys
| 1 | +$2.62M | |
| 2 | +$997K | |
| 3 | +$960K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$772K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$435K |
Top Sells
| 1 | +$900K | |
| 2 | +$835K | |
| 3 | +$564K | |
| 4 |
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
|
+$539K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$520K |
Sector Composition
| 1 | Technology | 6.6% |
| 2 | Financials | 2.94% |
| 3 | Consumer Discretionary | 2.16% |
| 4 | Healthcare | 2.13% |
| 5 | Communication Services | 1.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
ASML
ASML
$395B
| – | – |
-354
|
|
||
152
Canadian Pacific Kansas City
CP
$63.9B
| – | – |
-2,937
|
|
||
153
Salesforce
CRM
$228B
| – | – |
-696
|
|
||
154
Factset
FDS
$9.83B
| – | – |
-548
|
|
||
155
Haleon
HLN
$42.1B
| – | – |
-10,390
|
|
||
156
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| – | – |
-1,860
|
|
||
157
LeMaitre Vascular
LMAT
$1.97B
| – | – |
-2,485
|
|
||
|
158
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$282M
| – | – |
-10,934
|
|
||
159
First Trust Cloud Computing ETF
SKYY
$3.27B
| – | – |
-3,627
|
|
||
160
Vanguard Growth ETF
VUG
$197B
| – | – |
-1,373
|
|
||
|
161
Vanguard Total International Stock ETF
VXUS
$107B
| – | – |
-8,819
|
|
||
162
Lotus Technology
LOT
$1.1B
| – | – |
-14,640
|
|