BZWA

Blue Zone Wealth Advisors Portfolio holdings

AUM $501M
1-Year Est. Return 19.4%
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.73M
3
+$1.38M
4
AMZN icon
Amazon
AMZN
+$1.22M
5
CPRT icon
Copart
CPRT
+$904K

Top Sells

1
+$5.2M
2
+$4.8M
3
+$4.31M
4
SBUX icon
Starbucks
SBUX
+$3.63M
5
HCA icon
HCA Healthcare
HCA
+$3.58M

Sector Composition

1 Financials 21.3%
2 Technology 11.68%
3 Communication Services 9.4%
4 Industrials 6.46%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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106
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107
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108
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110
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111
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112
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113
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5