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
101
$216K 0.03%
+43,100
102
$202K 0.03%
+11,011
103
– –
-12,711
104
– –
-49,677
105
– –
-22,478
106
– –
-13,101
107
– –
-1,091,528
1 2 3 4
5