BCWM

Blue Chip Wealth Management Portfolio holdings

AUM $127M
1-Year Est. Return 40.68%
This Quarter Est. Return
1 Year Est. Return
+40.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.39M
3
+$4.43M
4
BLK icon
Blackrock
BLK
+$3.05M
5
JPM icon
JPMorgan Chase
JPM
+$2.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.83%
2 Real Estate 14.42%
3 Technology 11.6%
4 Consumer Discretionary 9.07%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 1.1%
+6,876
27
$1.06M 1.09%
+4,213
28
$1.05M 1.08%
+7,602
29
$1.04M 1.06%
+20,120
30
$968K 0.99%
+28,734
31
$933K 0.96%
+7,279
32
$912K 0.93%
+5,208
33
$907K 0.93%
+4,941
34
$835K 0.85%
+2,546
35
$746K 0.76%
+6,220
36
$722K 0.74%
+80,600
37
$721K 0.74%
+13,900
38
$664K 0.68%
+6,676
39
$650K 0.67%
+10,430
40
$625K 0.64%
+11,934
41
$616K 0.63%
+106,360
42
$616K 0.63%
+12,871
43
$604K 0.62%
+8,096
44
$599K 0.61%
+5,616
45
$583K 0.6%
+11,202
46
$575K 0.59%
+6,839
47
$569K 0.58%
+10,232
48
$525K 0.54%
+29,802
49
$503K 0.52%
+2,667
50
$482K 0.49%
+5,549
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