BWA
Boulder Wealth Advisors Portfolio holdings
AUM
$172M
This Quarter Return
+5.58%
1 Year Return
+6.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
99.34%
Top 10 Holdings %
Top 10 Hldgs %
91.06%
Holding
138
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$16.8M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$13.7M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$12.4M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$12M |
| 5 |
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% |
