BWA
Bordeaux Wealth Advisors Portfolio holdings
AUM
$781M
This Quarter Return
-8.25%
1 Year Return
+26.55%
3 Year Return
+140.56%
5 Year Return
–
10 Year Return
–
AUM
$540M
AUM Growth
+$540M
(-13%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
59.02%
Holding
169
New
9
Increased
50
Reduced
70
Closed
11
Top Buys
| 1 |
AbbVie
ABBV
|
$3.92M |
| 2 |
Boeing
BA
|
$3.13M |
| 3 |
Tesla
TSLA
|
$1.95M |
| 4 |
Eli Lilly
LLY
|
$830K |
| 5 |
Pure Storage
PSTG
|
$787K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$14.6M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.92M |
| 3 |
Pinterest
PINS
|
$2.4M |
| 4 |
Apple
AAPL
|
$1.34M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.25M |
Sector Composition
| 1 | Technology | 33.71% |
| 2 | Communication Services | 9.95% |
| 3 | Industrials | 4.43% |
| 4 | Consumer Discretionary | 4.18% |
| 5 | Healthcare | 2.45% |
