BFPW

BOK Financial Private Wealth Portfolio holdings

AUM $1.5B
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.5M
3
+$6.61M
4
VTV icon
Vanguard Value ETF
VTV
+$6.12M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.03M

Top Sells

1
+$3.34M
2
+$2.24M
3
+$2.11M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.04M

Sector Composition

1 Technology 4.22%
2 Healthcare 2.13%
3 Financials 1.93%
4 Industrials 1.58%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
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