BBW
Blue Barn Wealth Portfolio holdings
AUM
$212M
This Quarter Return
-4.77%
1 Year Return
+12.68%
3 Year Return
+28.64%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-2.4%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
134
New
8
Increased
77
Reduced
28
Closed
13
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$1.18M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$1.17M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$795K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$494K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$463K |
Top Sells
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Healthcare | 2.66% |
| 3 | Communication Services | 1.61% |
| 4 | Consumer Staples | 1.19% |
| 5 | Financials | 1.18% |
