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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$13.7M
3
+$12.4M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$12M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.34%
2 Financials 1.18%
3 Healthcare 0.24%
4 Communication Services 0.2%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$77K 0.07%
+921
27
$74K 0.07%
+840
28
$63K 0.06%
+510
29
$58K 0.05%
+476
30
$55K 0.05%
+500
31
$52K 0.05%
+869
32
$50K 0.04%
+3,400
33
$50K 0.04%
+774
34
$50K 0.04%
+260
35
$43K 0.04%
+320
36
$42K 0.04%
+161
37
$40K 0.04%
+1,066
38
$40K 0.04%
+189
39
$39K 0.03%
+113
40
$31K 0.03%
+194
41
$27K 0.02%
+2,294
42
$27K 0.02%
+1,206
43
$25K 0.02%
+628
44
$23K 0.02%
+265
45
$20K 0.02%
+263
46
$20K 0.02%
+114
47
$19K 0.02%
+100
48
$17K 0.02%
+50
49
$14K 0.01%
+195
50
$13K 0.01%
+806
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