SPWM
Straight Path Wealth Management Portfolio holdings
AUM
$358M
1-Year Est. Return
29.23%
1 Year Est. Return
+29.23%
AUM
$104M
AUM Growth
-$6.99M
(-6.3%)
Holding
84
Top Buys
| 1 | +$8.5M | |
| 2 | +$4.49M | |
| 3 | +$3.42M | |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$3.35M |
| 5 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$3.2M |
Top Sells
| 1 | +$3.15M | |
| 2 | +$3.12M | |
| 3 | +$2.93M | |
| 4 |
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
|
+$2.67M |
| 5 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
+$2.6M |
Sector Composition
| 1 | Consumer Discretionary | 15.79% |
| 2 | Technology | 2.2% |
| 3 | Consumer Staples | 1.97% |
| 4 | Energy | 1.77% |
| 5 | Healthcare | 1.54% |