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
$184M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$4.4M
3
+$3.84M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$524K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$459K

Top Sells

1
+$9.29M
2
+$4.65M
3
+$92.9K
4
TSLA icon
Tesla
TSLA
+$85.6K
5
AVGO icon
Broadcom
AVGO
+$32.8K

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