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
101
$135K 0.14%
+2,093
102
$103K 0.11%
+10,400