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
101
$0 ﹤0.01%
+2
102
$0 ﹤0.01%
+2
103
$0 ﹤0.01%
+300
104
$0 ﹤0.01%
+1
105
$0 ﹤0.01%
+10
106
$0 ﹤0.01%
+1
107
$0 ﹤0.01%
+3
108
$0 ﹤0.01%
+12
109
$0 ﹤0.01%
+1
110
$0 ﹤0.01%
+1
111
$0 ﹤0.01%
+1
112
$0 ﹤0.01%
+13
113
– –
0
1 2 3 4
5