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
76
$275K 0.29%
3,899
-204
77
$273K 0.28%
9,552
78
$268K 0.28%
+1,092
79
$266K 0.28%
21,115
-5,304
80
$265K 0.28%
6,342
-420
81
$264K 0.28%
2,115
+161
82
$263K 0.27%
6,442
-570
83
$258K 0.27%
2,590
-240
84
$256K 0.27%
3,376
-219
85
$255K 0.27%
4,038
-190
86
$253K 0.26%
1,506
87
$249K 0.26%
2,894
-76
88
$248K 0.26%
4,300
+450
89
$242K 0.25%
6,436
+22
90
$242K 0.25%
1,496
+54
91
$231K 0.24%
+14,385
92
$227K 0.24%
1,503
93
$221K 0.23%
2,530
+158
94
$221K 0.23%
2,899
+14
95
$218K 0.23%
1,804
+3
96
$210K 0.22%
+2,228
97
$208K 0.22%
+5,259
98
– –
-1,618
99
– –
-4,900
1 2 3
4