BWA

Boulder Wealth Advisors Portfolio holdings

AUM $215M
This Quarter Est. Return
1 Year Est. Return
–
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
State Street 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
51
$13K 0.01%
+565
52
$10K 0.01%
+30
53
$10K 0.01%
+106
54
$10K 0.01%
+100
55
$9K 0.01%
+90
56
$9K 0.01%
+200
57
$8K 0.01%
+100
58
$8K 0.01%
+116
59
$8K 0.01%
+200
60
$8K 0.01%
+18
61
$8K 0.01%
+223
62
$7K 0.01%
+50
63
$7K 0.01%
+50
64
$7K 0.01%
+146
65
$7K 0.01%
+280
66
$6K 0.01%
+54
67
$6K 0.01%
+95
68
$6K 0.01%
+105
69
$6K 0.01%
+280
70
$6K 0.01%
+12
71
$6K 0.01%
+215
72
$5K ﹤0.01%
+64
73
$5K ﹤0.01%
+10
74
$5K ﹤0.01%
+130
75
$5K ﹤0.01%
+1,350
1 2
3
4 5