BZWA
Blue Zone Wealth Advisors Portfolio holdings
AUM
$400M
This Quarter Return
+5.1%
1 Year Return
+17.81%
3 Year Return
+77.05%
5 Year Return
+119.12%
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.87%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Snap
SNAP
|
$18M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.8M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$11.5M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.5M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 12.18% |
| 2 | Technology | 1.99% |
| 3 | Consumer Staples | 0.74% |
| 4 | Industrials | 0.44% |
| 5 | Healthcare | 0.42% |
