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
$246M
AUM Growth
+$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.91M
2 +$2.33M
3 +$1.92M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M
5
AMZN icon
Amazon
AMZN
+$1.27M

Top Sells

1 +$1.33M
2 +$411K
3 +$368K
4
PINS icon
Pinterest
PINS
+$326K
5
TXN icon
Texas Instruments
TXN
+$316K

Sector Composition

1 Communication Services 26.96%
2 Technology 26.51%
3 Consumer Discretionary 6.18%
4 Healthcare 2.54%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,758
102
-1,110
103
-1,924
104
-8,629
105
-20,000
106
-943,076