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
$108M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$396K
2 +$384K
3 +$319K
4
HUM icon
Humana
HUM
+$244K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$241K

Top Sells

1 +$268K
2 +$178K
3 +$171K
4
MO icon
Altria Group
MO
+$110K
5
CAT icon
Caterpillar
CAT
+$109K

Sector Composition

1 Technology 17.37%
2 Financials 16.74%
3 Consumer Discretionary 13.41%
4 Communication Services 8.34%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.19%
2,230
+2
102
$202K 0.19%
+1,455
103
-1,092