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
51
$475K 0.49%
+11,082
52
$470K 0.48%
+9,047
53
$470K 0.48%
+12,506
54
$461K 0.47%
+26,148
55
$454K 0.46%
+16,858
56
$451K 0.46%
+5,970
57
$430K 0.44%
+8,234
58
$428K 0.44%
+3,920
59
$398K 0.41%
+24,369
60
$395K 0.4%
+5,663
61
$388K 0.4%
+22,448
62
$384K 0.39%
+21,660
63
$383K 0.39%
+11,218
64
$361K 0.37%
+1,067
65
$348K 0.36%
+7,598
66
$347K 0.36%
+3,671
67
$340K 0.35%
+2,023
68
$331K 0.34%
+1,602
69
$321K 0.33%
+3,102
70
$316K 0.32%
+1,308
71
$310K 0.32%
+3,904
72
$306K 0.31%
+2,159
73
$303K 0.31%
+4,982
74
$300K 0.31%
+4,185
75
$296K 0.3%
+5,114
1 2
3
4 5