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
$99.3M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$607K
2
+$264K
3
+$222K
4
AAPL icon
Apple
AAPL
+$215K
5
BP icon
BP
BP
+$213K

Top Sells

1
+$377K
2
+$258K
3
+$242K
4
WYNN icon
Wynn Resorts
WYNN
+$235K
5
CL icon
Colgate-Palmolive
CL
+$223K

Sector Composition

1 Financials 16.63%
2 Technology 15.8%
3 Consumer Discretionary 11.55%
4 Communication Services 9.51%
5 Healthcare 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.31%
4,581
-1,725
77
$306K 0.31%
6,312
+4
78
$303K 0.31%
10,550
79
$301K 0.3%
4,778
-307
80
$292K 0.29%
1,531
-350
81
$291K 0.29%
2,632
82
$288K 0.29%
1,393
+51
83
$283K 0.29%
3,730
+110
84
$257K 0.26%
810
85
$254K 0.26%
1,506
+3
86
$247K 0.25%
1,026
-148
87
$234K 0.24%
2,469
+80
88
$232K 0.23%
1,215
-138
89
$224K 0.23%
3,941
-520
90
$223K 0.22%
1,200
-200
91
$222K 0.22%
+2,522
92
$219K 0.22%
4,850
93
$217K 0.22%
3,014
-617
94
$213K 0.21%
+4,831
95
$211K 0.21%
+7,413
96
$210K 0.21%
+1,793
97
$209K 0.21%
3,433
+251
98
$205K 0.21%
3,450
-302
99
$201K 0.2%
17,869
100
$201K 0.2%
1,139
-388
1 2 3
4
5