BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$183M
1-Year Est. Return
18.31%
1 Year Est. Return
+18.31%
AUM
$183M
AUM Growth
+$9.99M
(+5.8%)
Holding
179
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.01M | |
| 3 | +$884K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$649K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$621K |
Top Sells
| 1 | +$5.21M | |
| 2 | +$2.2M | |
| 3 | +$943K | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$882K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$785K |
Sector Composition
| 1 | Technology | 14.95% |
| 2 | Financials | 6.3% |
| 3 | Communication Services | 5.42% |
| 4 | Consumer Discretionary | 4.39% |
| 5 | Consumer Staples | 2.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Russell 1000 Value ETF
IWD
$68.8B
| – | – |
-1,249
|
|
||
177
iShares Russell 1000 Growth ETF
IWF
$125B
| – | – |
-784
|
|
||
178
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| – | – |
-2,144
|
|
||
179
Paychex
PAYX
$41.3B
| – | – |
-1,582
|
|