BWA

Boulder Wealth Advisors Portfolio holdings

AUM $172M
1-Year Est. Return 6.43%
This Quarter Est. Return
1 Year Est. Return
+6.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.66M
3
+$2.63M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$761K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$494K

Top Sells

1
+$17.5M
2
+$7.47M
3
+$313K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$148K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.1K

Sector Composition

1 Technology 2.55%
2 Financials 1.23%
3 Communication Services 0.55%
4 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLG icon
26
SPDR Portfolio S&P 500 ETF
SPLG
$91.1B
$205K 0.12%
+3,123
TSLA icon
27
Tesla
TSLA
$1.5T
– –
-776
XMHQ icon
28
Invesco S&P MidCap Quality ETF
XMHQ
$5.54B
– –
-75,873
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