BWA

Boulder Wealth Advisors LLC Portfolio

Invests via Boulder Wealth Advisors LLC | Managed by Boulder Wealth Advisors LLC

Invests via Boulder Wealth Advisors LLC

Managed by Boulder Wealth Advisors LLC

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Company Profile

Boulder Wealth Advisors LLC operates at the intersection of personal finance and investment strategy, providing tailored advisory services to clients seeking wealth management solutions. With a focus on enhancing financial well-being, this firm assists individuals and families in navigating complex financial landscapes. The team draws upon a wealth of experience in economic trends and client relations, which positions them as trusted partners for long-term planning and goal achievement. Based in Colorado, Boulder Wealth Advisors has become increasingly relevant within regional markets as they expand their service offerings to include innovative investment opportunities that align with evolving client needs.

Investment Philosophy & Strategy

At Boulder Wealth Advisors LLC, a distinctive growth-oriented investment strategy underpins the approach to capital allocation. By identifying emerging market trends and opportunities, this firm aims to cultivate sustainable wealth for clients. The team employs a client-centric philosophy that prioritizes personalized strategies while leveraging in-depth industry analysis to drive informed decision-making. Growth potential is sought not only within traditional assets but also across alternative investments tailored to unique client profiles. This adaptive mindset allows for strategic responsiveness amid dynamic market conditions, positioning Boulder Wealth Advisors as a forward-thinking entity dedicated to advancing clients' financial aspirations.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

30.97%

Gain +1.07%

Monthly

0.88%

Yearly

11.15%

Drawdown

14.15%

$283.4M

Equity

Holdings

$283.4M

Investment

$216.28M

$89.47M

Profit +$3.37M

Realized

$22.35M

Unrealized

$67.12M

Dividends

$8.8M

Goals

Avg. 51% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.07%

Profit

$3.37M

Win %

84%

This Week

Compared To Last Week

Gain

1.2%

Profit

$3.37M

Win %

84%

This Month

Compared to last month

Gain

-1.56%

Profit

-$4.48M

Win %

84%

This Year

Compared to last year

Gain

0.12%

Profit

$5.68M

Win %

83%

Gainers
Losers

META Meta Platforms Inc Class A

+4.34%

+$9,778.12

AMZN Amazon.com Inc

+3.07%

+$10,182.12

GOOGL Alphabet Inc

+2.66%

+$18,498.83

GOOG Alphabet Inc

+2.5%

+$16,226.23

SPYG SPDR Portfolio S&P 500 Growth ETF

+2.37%

+$92,349.03

NVDA NVIDIA Corporation

+2.33%

+$14,973.54

AVGO Broadcom Inc.

+2.3%

+$649,747.48

IWF iShares Russell 1000 Growth ETF

+1.95%

+$518,597.2

MSFT Microsoft Corp.

+1.79%

+$17,838.51

AAPL Apple Inc.

+1.72%

+$86,516.43

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.6%

+$4,857.74

VOO Vanguard S&P 500 ETF

+1.58%

+$5,519.87

SPY SPDR S&P 500 ETF Trust

+1.57%

+$9,184.29

SCHB Schwab U.S. Broad Market ETF

+1.57%

+$727,899.75

ESGU iShares ESG Aware MSCI USA ETF

+1.36%

+$30,054.2

IVV iShares Core S&P 500 ETF

+1.27%

+$497,048.98

VONV Vanguard Russell 1000 Value Index Fund

+1.02%

+$45,995.04

QUAL iShares MSCI USA Quality Factor ETF

+0.94%

+$306,635.84

BRK-B Berkshire Hathaway Inc.

+0.87%

+$16,181.41

PRF Invesco FTSE RAFI US 1000 ETF

+0.78%

+$231,144.06

TSLA Tesla, Inc.

+0.76%

+$2,030.33

JCPB JPMorgan Core Plus Bond ETF

+0.29%

+$650.29

JMUB JPMorgan Municipal Bond ETF

+0.26%

+$16,919.37

JPM JPMorgan Chase & Co.

+0.24%

+$639.6

CGMU Capital Group Municipal Income ETF

+0.24%

+$22,112.22

JPLD JPMorgan Limited Duration ETF

+0.14%

+$14,195.85

CGSM Capital Group Short Duration Municipal Income ETF

+0.1%

+$6,244.94

NEAR iShares Short Maturity Bond ETF

+0.09%

+$426.15

JMST JPMorgan Ultra-Short Municipal Income Fund

+0.07%

+$6,738.76

ICSH iShares Short Treasury Bond ETF

+0.05%

+$5,533.65

XEL Xcel Energy Inc.

-0.53%

-$1,373.4

COST Costco Wholesale Corporation

-0.31%

-$624.18

Events

Dividends

Dividend Analysis

No Data

Trades 313	Longs Won 167/313 53%	Profit Factor 86.57
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.2M
Average Win $542,028.91	Best Trade (Jun 15) $13.05M	Sharpe Ratio -12.36
Average Loss -$7,161.73	Worst Trade (Mar 30) -$789,454.92	Z-Score -4.7 (100%)
Commissions $0	Avg. Trade Length 1y 4m 1d	Expectancy $285,856.92

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	40,000	36,000	32,000	28,000	24,000	20,000	16,000	12,000	8,000	4,000