BA

Bridgewater Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$19.8M
3
+$8.11M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$4.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.69M

Top Sells

1
+$93.4M
2
+$1.16M
3
+$995K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$735K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$506K

Sector Composition

1 Technology 12.62%
2 Communication Services 4.14%
3 Healthcare 4.01%
4 Financials 3.63%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.29%
196,413
52
$1.91M 0.29%
31,620
+2
53
$1.88M 0.28%
24,002
-20
54
$1.87M 0.28%
11,033
+58
55
$1.84M 0.28%
90,519
-5,826
56
$1.8M 0.27%
61,704
57
$1.78M 0.27%
14,575
58
$1.78M 0.27%
63,973
-4,864
59
$1.74M 0.26%
47,070
+6,743
60
$1.73M 0.26%
19,291
+1,080
61
$1.7M 0.25%
38,553
62
$1.53M 0.23%
13,493
-36
63
$1.52M 0.23%
31,880
64
$1.46M 0.22%
14,735
65
$1.41M 0.21%
+18,863
66
$1.37M 0.2%
14,151
+334
67
$1.33M 0.2%
33,385
68
$1.33M 0.2%
40,659
+310
69
$1.28M 0.19%
54,355
70
$1.17M 0.18%
23,366
-3,749
71
$1.15M 0.17%
54,061
72
$1.14M 0.17%
12,636
-85
73
$1.06M 0.16%
15,000
-1,000
74
$976K 0.15%
25,733
+1,467
75
$952K 0.14%
22,254
1 2
3
4 5