BWA
Bordeaux Wealth Advisors Portfolio holdings
AUM
$781M
This Quarter Return
+11.67%
1 Year Return
+26.55%
3 Year Return
+140.56%
5 Year Return
–
10 Year Return
–
AUM
$523M
AUM Growth
+$523M
(+74%)
Cap. Flow
+$248M
Cap. Flow
% of AUM
47.39%
Top 10 Holdings %
Top 10 Hldgs %
60.9%
Holding
146
New
31
Increased
59
Reduced
27
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$89.7M |
| 2 |
Boeing
BA
|
$18.4M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$16.5M |
| 4 |
Vanguard Health Care ETF
VHT
|
$12.7M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$11.7M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.31M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$1.15M |
| 3 |
Airbnb
ABNB
|
$984K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$578K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$354K |
Sector Composition
| 1 | Technology | 31.97% |
| 2 | Communication Services | 13.52% |
| 3 | Industrials | 4.13% |
| 4 | Consumer Discretionary | 3.17% |
| 5 | Healthcare | 1.42% |
