Bar Harbor Wealth Management
CIK Number: 0001035463
1.51B
Market Value
247
# of Holdings
29 months
Avg. Holding Period
32.06%
Win Rate
22.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLK | Technology Sele... | 192.86 | -0.54% | 475.14K | +0.41% | 110.48M | 37.27 | 7.24% |
| 2 | AAPL | Apple Inc. | 196.91 | +1.36% | 261.11K | -0.73% | 65.39M | 31.73 | 4.28% |
| 3 | IVV | iShares Core S&... | 528.98 | +0.16% | 108.07K | +22.04% | 63.62M | 282.24 | 4.17% |
| 4 | LLY | Eli Lilly and C... | 841.44 | +14.50% | 76.95K | -0.44% | 59.4M | 64.8 | 3.89% |
| 5 | AGG | iShares Core U.... | 97.89 | -0.24% | 574.44K | +2.33% | 55.66M | 106.94 | 3.65% |
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