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
$185M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$663K
2 +$557K
3 +$538K
4
CHGG icon
Chegg
CHGG
+$484K
5
DASH icon
DoorDash
DASH
+$472K

Top Sells

1 +$3.34M
2 +$3.03M
3 +$2.52M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.76M
5
LYFT icon
Lyft
LYFT
+$981K

Sector Composition

1 Technology 28.14%
2 Consumer Discretionary 9.1%
3 Communication Services 7.57%
4 Financials 6.91%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-941
102
-1,298