BWA

Bordeaux Wealth Advisors Portfolio holdings

AUM $781M
1-Year Est. Return 26.55%
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$7.4M
3
+$2.9M
4
MSFT icon
Microsoft
MSFT
+$868K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$775K

Top Sells

1
+$5.41M
2
+$1.45M
3
+$1.3M
4
LYFT icon
Lyft
LYFT
+$407K
5
AUR icon
Aurora
AUR
+$402K

Sector Composition

1 Communication Services 28.52%
2 Technology 26.81%
3 Consumer Discretionary 4.86%
4 Healthcare 2.26%
5 Consumer Staples 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.11%
+2,193
77
$323K 0.11%
5,520
+11
78
$316K 0.11%
+652
79
$306K 0.1%
+3,352
80
$301K 0.1%
+3,866
81
$297K 0.1%
+1,743
82
$294K 0.1%
15,867
83
$294K 0.1%
7,338
84
$293K 0.1%
+1,722
85
$293K 0.1%
732
+64
86
$285K 0.1%
9,750
87
$285K 0.1%
+1,930
88
$281K 0.1%
+4,500
89
$276K 0.09%
+1,908
90
$274K 0.09%
1,179
91
$272K 0.09%
1,750
92
$268K 0.09%
3,145
+48
93
$259K 0.09%
1,671
-543
94
$256K 0.09%
1,059
95
$237K 0.08%
2,153
96
$232K 0.08%
+3,065
97
$232K 0.08%
+4,235
98
$231K 0.08%
+2,070
99
$228K 0.08%
12,117
-1,236
100
$226K 0.08%
+1,258
1 2 3
4
5