BWA
Boulder Wealth Advisors Portfolio holdings
AUM
$237M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$215M
AUM Growth
–
Holding
28
Top Buys
| 1 | +$44.5M | |
| 2 | +$38.9M | |
| 3 | +$27.3M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$27.2M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$20.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.73% |
| 2 | Financials | 1% |
| 3 | Communication Services | 0.32% |
| 4 | Consumer Discretionary | 0.31% |
| 5 | Utilities | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPYM
26
State Street SPDR Portfolio S&P 500 ETF
SPYM
$117B
| $288K | 0.13% |
+3,673
|
|
||
27
Tesla
TSLA
$1.43T
| $280K | 0.13% |
+630
|
|
||
28
Xcel Energy
XEL
$49.7B
| $264K | 0.12% |
+3,270
|
|