BZWA
Blue Zone Wealth Advisors Portfolio holdings
AUM
$400M
This Quarter Return
+8.9%
1 Year Return
+17.81%
3 Year Return
+77.05%
5 Year Return
+119.12%
10 Year Return
–
AUM
$177M
AUM Growth
-$1.92M
(-1.1%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-8.4%
Top 10 Holdings %
Top 10 Hldgs %
54.79%
Holding
72
New
9
Increased
13
Reduced
33
Closed
3
Top Buys
| 1 |
Trade Desk
TTD
|
$2.84M |
| 2 |
XPO
XPO
|
$2.21M |
| 3 |
Diageo
DEO
|
$1.6M |
| 4 |
Blackrock
BLK
|
$1.59M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.55M |
Top Sells
Sector Composition
| 1 | Financials | 9.9% |
| 2 | Consumer Discretionary | 8.06% |
| 3 | Technology | 5.94% |
| 4 | Communication Services | 5.62% |
| 5 | Industrials | 3.46% |
