BZWA
Blue Zone Wealth Advisors Portfolio holdings
AUM
$400M
This Quarter Return
+8%
1 Year Return
+17.81%
3 Year Return
+77.05%
5 Year Return
+119.12%
10 Year Return
–
AUM
$400M
AUM Growth
+$400M
(+11%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
28.83%
Holding
115
New
9
Increased
65
Reduced
24
Closed
5
Top Buys
| 1 |
O'Reilly Automotive
ORLY
|
$5.81M |
| 2 |
American Express
AXP
|
$5.22M |
| 3 |
UnitedHealth
UNH
|
$3.64M |
| 4 |
Blackstone
BX
|
$2.01M |
| 5 |
Herc Holdings
HRI
|
$836K |
Top Sells
| 1 |
HEES
H&E Equipment Services
HEES
|
$5.02M |
| 2 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$499K |
| 3 |
CrowdStrike
CRWD
|
$445K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$304K |
| 5 |
Eli Lilly
LLY
|
$256K |
Sector Composition
| 1 | Financials | 20.92% |
| 2 | Healthcare | 13.66% |
| 3 | Technology | 12.05% |
| 4 | Industrials | 10.29% |
| 5 | Consumer Discretionary | 8.02% |
