BWA

Boulder Wealth Advisors Portfolio holdings

AUM $237M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$4.39M
3
+$3.72M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$506K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$444K

Top Sells

1
+$8.98M
2
+$4.48M
3
+$90.4K
4
TSLA icon
Tesla
TSLA
+$74.6K
5
AVGO icon
Broadcom
AVGO
+$30.5K

Sector Composition

1 Technology 2.48%
2 Financials 0.92%
3 Communication Services 0.54%
4 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$214K 0.12%
+1,254
27
$201K 0.11%
+2,581
1
2