BWP

Burling Wealth Partners Portfolio holdings

AUM $542M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$29.7M
2 +$26.1M
3 +$23.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$18.6M
5
BX icon
Blackstone
BX
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.48%
2 Financials 15.39%
3 Healthcare 11.63%
4 Consumer Discretionary 7.98%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$256K 0.05%
+1,940
152
$252K 0.05%
+2,470
153
$251K 0.05%
+750
154
$250K 0.05%
+1,820
155
$242K 0.05%
+929
156
$229K 0.05%
+115
157
$227K 0.05%
+1,226
158
$225K 0.05%
+530
159
$214K 0.04%
+3,075
160
$212K 0.04%
+4,433
161
$208K 0.04%
+4,000
162
$206K 0.04%
+1,520
163
$202K 0.04%
+900
164
$200K 0.04%
+488