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BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
20.68%
This Fund
S&P 500
1 Year Est. Return
+20.68%
AUM
$148M
AUM Growth
-$25M
(-14%)
Holding
183
Top Buys
| 1 | +$2.25M | |
| 2 | +$1.92M | |
| 3 | +$1.6M | |
| 4 |
PSQO
Palmer Square Credit Opportunities ETF
PSQO
|
+$1.52M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.11M |
Top Sells
| 1 | +$10.4M | |
| 2 | +$3.01M | |
| 3 | +$2.01M | |
| 4 |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
|
+$1.92M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.91M |
Sector Composition
| 1 | Technology | 13.05% |
| 2 | Financials | 6.52% |
| 3 | Communication Services | 4.85% |
| 4 | Consumer Discretionary | 4.23% |
| 5 | Consumer Staples | 3.66% |