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
1
$16.8M 15.05%
+43,785
2
$13.7M 12.28%
+918,990
3
$12.4M 11.06%
+114,235
4
$12M 10.7%
+141,105
5
$10.9M 9.75%
+215,018
6
$9.95M 8.9%
+105,574
7
$8.24M 7.37%
+167,268
8
$7.16M 6.41%
+284,406
9
$5.67M 5.07%
+113,239
10
$4.97M 4.45%
+23,200
11
$1.94M 1.73%
+38,638
12
$1.19M 1.06%
+5,628
13
$1.13M 1.01%
+3,657
14
$1.02M 0.91%
+20,119
15
$766K 0.69%
+5,896
16
$671K 0.6%
+6,100
17
$314K 0.28%
+5,610
18
$230K 0.21%
+960
19
$144K 0.13%
+3,049
20
$137K 0.12%
+390
21
$121K 0.11%
+1,362
22
$121K 0.11%
+1,426
23
$88K 0.08%
+330
24
$84K 0.08%
+315
25
$80K 0.07%
+1,725
1
2 3 4 5