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
$463M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$80M
2 +$72.6M
3 +$54.3M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$41.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$31.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.6%
2 Financials 0.9%
3 Energy 0.29%
4 Technology 0.2%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$218K 0.05%
+2,513
52
$216K 0.05%
+2,583
53
$202K 0.04%
+3,821
54
$196K 0.04%
+53,635
55
$118K 0.03%
+43,743