BPW

BlueDoor Private Wealth Portfolio holdings

AUM $216M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
-$809K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$1.8M
2 +$1.19M
3 +$623K
4
PANW icon
Palo Alto Networks
PANW
+$428K
5
PLTR icon
Palantir
PLTR
+$378K

Sector Composition

1 Financials 11.64%
2 Technology 9.72%
3 Consumer Discretionary 5.76%
4 Industrials 4.47%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLTR icon
151
Palantir
PLTR
$375B
-2,129
RSPT icon
152
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.64B
-4,880
VOE icon
153
Vanguard Mid-Cap Value ETF
VOE
$22.5B
-1,653