BPWM
Black Point Wealth Management Portfolio holdings
AUM
$3.5M
This Quarter Return
+2.9%
1 Year Return
+16.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.5M
AUM Growth
–
Cap. Flow
+$96.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.1%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$34.9M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$23.1M |
| 3 |
Sprott Physical Gold
PHYS
|
$5.87M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$4.29M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 38.91% |
| 2 | Financials | 29.22% |
| 3 | Communication Services | 2.04% |
| 4 | Energy | 0.58% |
| 5 | Consumer Discretionary | 0.45% |
