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
101
– –
-1,390
102
– –
-3,444
103
– –
-1,621
104
– –
-3,094
105
– –
-16,485
106
– –
-1,402
107
– –
-10,000
1 2 3 4
5