BBW
Blue Barn Wealth Portfolio holdings
AUM
$212M
1-Year Return
12.68%
This Quarter Return
+5.43%
1 Year Return
+12.68%
3 Year Return
+28.64%
5 Year Return
–
10 Year Return
–
AUM
$97.5M
AUM Growth
–
Cap. Flow
+$97.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.14%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$10M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$9.66M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$5.61M |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$5.25M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$5.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.06% |
| 2 | Industrials | 0.32% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Communication Services | 0.25% |
| 5 | Real Estate | 0.16% |
