BBW
Blue Barn Wealth Portfolio holdings
AUM
$228M
1-Year Est. Return
13.6%
1 Year Est. Return
+13.6%
AUM
$228M
AUM Growth
+$15.3M
(+7.2%)
Holding
184
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.19M | |
| 3 | +$593K | |
| 4 |
NVIDIA
NVDA
|
+$440K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$413K |
Top Sells
| 1 | +$966K | |
| 2 | +$729K | |
| 3 | +$508K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$389K |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$383K |
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 | |
|---|---|---|---|---|---|---|
176
Factset
FDS
$10.8B
| – | – |
-457
|
|
||
177
HDFC Bank
HDB
$180B
| – | – |
-5,674
|
|
||
178
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
| – | – |
-1,572
|
|
||
179
Philip Morris
PM
$234B
| – | – |
-1,308
|
|
||
180
Schwab 1000 Index ETF
SCHK
$4.84B
| – | – |
-7,170
|
|
||
181
Thermo Fisher Scientific
TMO
$212B
| – | – |
-823
|
|
||
182
Trane Technologies
TT
$88.5B
| – | – |
-491
|
|
||
183
Vertex Pharmaceuticals
VRTX
$111B
| – | – |
-470
|
|
||
184
Workday
WDAY
$58.5B
| – | – |
-1,267
|
|