BWA
Bordeaux Wealth Advisors Portfolio holdings
AUM
$781M
This Quarter Return
+12.07%
1 Year Return
+26.55%
3 Year Return
+140.56%
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(+20%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
7.04%
Top 10 Holdings %
Top 10 Hldgs %
68.04%
Holding
113
New
21
Increased
45
Reduced
23
Closed
5
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$9.85M |
| 2 |
NVIDIA
NVDA
|
$7.4M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.9M |
| 4 |
Microsoft
MSFT
|
$868K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$775K |
Top Sells
| 1 |
GTM
ZoomInfo Technologies
GTM
|
$5.41M |
| 2 |
Pinterest
PINS
|
$1.45M |
| 3 |
Amazon
AMZN
|
$1.3M |
| 4 |
Lyft
LYFT
|
$407K |
| 5 |
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% |
