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
$95.8M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$502K
2
+$365K
3
+$268K
4
TSLA icon
Tesla
TSLA
+$231K
5
ED icon
Consolidated Edison
ED
+$210K

Top Sells

1
+$523K
2
+$268K
3
+$262K
4
UBER icon
Uber
UBER
+$227K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$194K

Sector Composition

1 Financials 16.89%
2 Technology 15.54%
3 Consumer Discretionary 13.72%
4 Communication Services 8.51%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.54%
4,114
+652
52
$496K 0.52%
28,476
-9,728
53
$492K 0.51%
1,827
+7
54
$481K 0.5%
3,808
+667
55
$458K 0.48%
105,200
-25,040
56
$454K 0.47%
5,175
+1
57
$442K 0.46%
24,234
+1,593
58
$431K 0.45%
8,369
+17
59
$422K 0.44%
2,564
60
$413K 0.43%
2,596
+698
61
$390K 0.41%
8,643
-645
62
$388K 0.4%
4,130
+71
63
$375K 0.39%
7,430
+1,256
64
$361K 0.38%
925
+26
65
$353K 0.37%
3,932
+139
66
$348K 0.36%
3,941
67
$346K 0.36%
909
+61
68
$328K 0.34%
3,643
+39
69
$324K 0.34%
18,869
-1,315
70
$319K 0.33%
4,212
+806
71
$319K 0.33%
11,175
-287
72
$302K 0.32%
5,486
73
$295K 0.31%
2,368
+76
74
$286K 0.3%
1,479
-75
75
$283K 0.3%
5,544
1 2
3
4