BPWL
BLVD Private Wealth, LLC Portfolio holdings
AUM
$106M
This Quarter Return
+16.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.02%
Holding
73
New
73
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Trane Technologies
TT
|
$24.1M |
| 2 |
Ingersoll Rand
IR
|
$7.34M |
| 3 |
Return Stacked Global Stocks & Bonds ETF
RSSB
|
$5.05M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$4.73M |
| 5 |
Avantis US Equity ETF
AVUS
|
$4.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 32.75% |
| 2 | Technology | 5.18% |
| 3 | Consumer Discretionary | 1.3% |
| 4 | Communication Services | 1.23% |
| 5 | Financials | 0.82% |
