BWA
Boulder Wealth Advisors Portfolio holdings
AUM
$172M
This Quarter Return
+10.44%
1 Year Return
+6.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.29%
Holding
23
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$29.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$28M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$26.5M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$19.5M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.23% |
| 2 | Financials | 0.96% |
| 3 | Communication Services | 0.51% |
| 4 | Consumer Discretionary | 0.14% |
