BWP
BlueStem Wealth Partners Portfolio holdings
AUM
$814M
1 Year Est. Return
–
AUM
$814M
AUM Growth
+$80.6M
(+11%)
Holding
127
Top Buys
| 1 | +$46.8M | |
| 2 | +$25.7M | |
| 3 | +$14.9M | |
| 4 |
iShares High Yield Systematic Bond ETF
HYDB
|
+$10.7M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$8.92M |
Top Sells
| 1 | +$30.8M | |
| 2 | +$19M | |
| 3 | +$12.8M | |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$12.7M |
| 5 |
Vanguard Total Bond Market
BND
|
+$10.7M |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Financials | 0.8% |
| 3 | Healthcare | 0.55% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Industrials | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Technology Select Sector SPDR Fund
XLK
$96.5B
| – | – |
-29,657
|
|
||
127
Utilities Select Sector SPDR Fund
XLU
$22.4B
| – | – |
-81,561
|
|