BCWM

Blue Chip Wealth Management Portfolio holdings

AUM $127M
1-Year Est. Return 40.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.67%
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 +$373K
2 +$351K
3 +$306K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$231K
5
HUM icon
Humana
HUM
+$212K

Top Sells

1 +$268K
2 +$164K
3 +$163K
4
MO icon
Altria Group
MO
+$104K
5
CAT icon
Caterpillar
CAT
+$103K

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