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
76
$948K 0.14%
+10,088
77
$920K 0.14%
+10,522
78
$826K 0.12%
20,104
-1,857
79
$808K 0.12%
22,000
80
$807K 0.12%
51,277
-527
81
$750K 0.11%
+42,639
82
$685K 0.1%
15,326
+876
83
$669K 0.1%
11,102
+745
84
$667K 0.1%
34,194
-6,778
85
$642K 0.1%
15,371
-982
86
$630K 0.09%
15,150
87
$619K 0.09%
81,700
88
$619K 0.09%
57,561
89
$579K 0.09%
+19,531
90
$520K 0.08%
14,037
+136
91
$511K 0.08%
20,764
-2,126
92
$456K 0.07%
+76,102
93
$453K 0.07%
77,225
94
$441K 0.07%
45,395
-14,000
95
$431K 0.06%
41,186
96
$292K 0.04%
31,938
+152
97
$223K 0.03%
10,968
-1,401
98
$223K 0.03%
13,253
99
$217K 0.03%
12,331
-1,767
100
$216K 0.03%
18,100
1 2 3
4
5