BZWA
Blue Zone Wealth Advisors Portfolio holdings
AUM
$501M
1-Year Est. Return
19.4%
1 Year Est. Return
+19.4%
AUM
$501M
AUM Growth
+$101M
(+25%)
Holding
131
Top Buys
| 1 | +$15.3M | |
| 2 | +$11.9M | |
| 3 | +$6.74M | |
| 4 |
Cboe Global Markets
CBOE
|
+$6.25M |
| 5 |
Microsoft
MSFT
|
+$5.96M |
Top Sells
| 1 | +$5.39M | |
| 2 | +$2.24M | |
| 3 | +$477K | |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$231K |
| 5 |
Accenture
ACN
|
+$158K |
Sector Composition
| 1 | Financials | 18.98% |
| 2 | Technology | 16.95% |
| 3 | Healthcare | 12.07% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Communication Services | 9.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
| $202K | 0.04% |
+3,066
|
|
||
127
CarParts.com
PRTS
$27.3M
| $42.3K | 0.01% |
59,523
|
|
||
|
THM
128
International Tower Hill Mines
THM
$437M
| $37.7K | 0.01% |
23,000
|
|
||
129
TRX Gold Corp
TRX
$250M
| $9.96K | ﹤0.01% |
15,972
|
|
||
|
130
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.57B
| – | – |
-2,302
|
|
||
131
Honeywell
HON
$123B
| – | – |
-23,132
|
|