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
76
$5K ﹤0.01%
+37
77
$5K ﹤0.01%
+550
78
$5K ﹤0.01%
+120
79
$5K ﹤0.01%
+95
80
$5K ﹤0.01%
+10
81
$5K ﹤0.01%
+97
82
$5K ﹤0.01%
+113
83
$5K ﹤0.01%
+64
84
$4K ﹤0.01%
+200
85
$3K ﹤0.01%
+150
86
$3K ﹤0.01%
+21
87
$3K ﹤0.01%
+972
88
$3K ﹤0.01%
+15
89
$3K ﹤0.01%
+273
90
$3K ﹤0.01%
+200
91
$2K ﹤0.01%
+36
92
$2K ﹤0.01%
+50
93
$2K ﹤0.01%
+68
94
$2K ﹤0.01%
+70
95
$2K ﹤0.01%
+200
96
$1K ﹤0.01%
+100
97
$0 ﹤0.01%
+50
98
$0 ﹤0.01%
+12
99
$0 ﹤0.01%
+1
100
$0 ﹤0.01%
+2
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4
5