BCWM
Blue Chip Wealth Management Portfolio holdings
AUM
$127M
1-Year Est. Return
40.68%
1 Year Est. Return
+40.68%
AUM
$106M
AUM Growth
+$25.3M
(+32%)
Holding
104
Top Buys
| 1 | +$471K | |
| 2 | +$417K | |
| 3 | +$399K | |
| 4 |
Amazon
AMZN
|
+$381K |
| 5 |
Direxion Daily Financial Bull 3x Shares
FAS
|
+$357K |
Top Sells
| 1 | +$454K | |
| 2 | +$297K | |
| 3 | +$256K | |
| 4 |
PFBI
Premier Financial Bancorp
PFBI
|
+$203K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$202K |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Consumer Discretionary | 16.09% |
| 3 | Financials | 15.33% |
| 4 | Healthcare | 8.77% |
| 5 | Communication Services | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
GE Aerospace
GE
$324B
| – | – |
-2,885
|
|
||
|
PFBI
102
DELISTED
Premier Financial Bancorp
PFBI
| – | – |
-16,360
|
|
||
|
AGN
103
DELISTED
Allergan plc
AGN
| – | – |
-1,444
|
|
||
|
OIL
104
DELISTED
iPath Series B S&P GSCI Crude Oil ETN
OIL
| – | – |
-110,000
|
|