BW
BostonPremier Wealth Portfolio holdings
AUM
$180M
This Quarter Return
+2.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.19%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$44.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$16.3M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$14.8M |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
$13.5M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
$9.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.45% |
| 2 | Consumer Discretionary | 1.7% |
| 3 | Communication Services | 1.2% |
| 4 | Financials | 0.97% |
| 5 | Healthcare | 0.54% |
