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
$194M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$618K
3 +$611K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$567K
5
STT icon
State Street
STT
+$448K

Top Sells

1 +$7.8M
2 +$7.69M
3 +$2.28M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.2M
5
BND icon
Vanguard Total Bond Market
BND
+$711K

Sector Composition

1 Communication Services 25.28%
2 Technology 21.94%
3 Consumer Discretionary 4.03%
4 Healthcare 2.9%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,896
102
-10,000
103
-98,521