BCWM
Blue Chip Wealth Management Portfolio holdings
AUM
$127M
This Quarter Return
-0%
1 Year Return
+40.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.7M
AUM Growth
–
Cap. Flow
+$97.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.13%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Independence Realty Trust
IRT
|
$13.8M |
| 2 |
Apple
AAPL
|
$6.39M |
| 3 |
Amazon
AMZN
|
$4.43M |
| 4 |
Blackrock
BLK
|
$3.05M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
GE Aerospace
GE
$292B
| $135K | 0.14% |
+10,031
| New | +$135K |
|
102
Transocean
RIG
$2.84B
| $103K | 0.11% |
+10,400
| New | +$103K |
|