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
76
$289K 0.3%
+4,356
77
$283K 0.29%
+810
78
$283K 0.29%
+1,658
79
$272K 0.28%
+2,632
80
$266K 0.27%
+17,893
81
$265K 0.27%
+1,805
82
$265K 0.27%
+6,308
83
$262K 0.27%
+3,650
84
$259K 0.27%
+1,198
85
$258K 0.26%
+10,550
86
$255K 0.26%
+7,232
87
$253K 0.26%
+2,178
88
$253K 0.26%
+3,612
89
$247K 0.25%
+1,352
90
$246K 0.25%
+2,888
91
$233K 0.24%
+1,272
92
$228K 0.23%
+2,380
93
$227K 0.23%
+1,543
94
$226K 0.23%
+4,850
95
$223K 0.23%
+17,869
96
$215K 0.22%
+2,839
97
$213K 0.22%
+886
98
$213K 0.22%
+3,281
99
$210K 0.22%
+3,789
100
$209K 0.21%
+2,633
1 2 3
4
5