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BCWM
Blue Chip Wealth Management Portfolio holdings
AUM
$127M
1-Year Est. Return
40.67%
This Fund
S&P 500
This Quarter
Est. Return
-0%
1 Year Est. Return
+40.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$97.7M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
102.43%
Top 10 Holdings %
Top 10 Hldgs %
43.13%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Independence Realty Trust
IRT
|
+$13.6M |
| 2 |
Apple
AAPL
|
+$6.56M |
| 3 |
Amazon
AMZN
|
+$4.38M |
| 4 |
Blackrock
BLK
|
+$3.09M |
| 5 |
JPMorgan Chase
JPM
|
+$2.96M |
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 | |
|---|---|---|---|---|---|---|
|
1
Independence Realty Trust
IRT
$3.97B
| $13.8M | 14.11% |
+1,500,988
| New | +$13.6M |
|
|
2
Apple
AAPL
$4.88T
| $6.39M | 6.54% |
+152,396
| New | +$6.56M |
|
|
3
Amazon
AMZN
$2.75T
| $4.43M | 4.54% |
+61,220
| New | +$4.38M |
|
|
4
Blackrock
BLK
$169B
| $3.05M | 3.12% |
+5,634
| New | +$3.09M |
|
|
5
JPMorgan Chase
JPM
$917B
| $2.88M | 2.95% |
+26,171
| New | +$2.96M |
|
6
iShares Core S&P Small-Cap ETF
IJR
$111B
| $2.8M | 2.86% |
+36,336
| New | +$2.83M |
|
7
Microsoft
MSFT
$2.98T
| $2.45M | 2.51% |
+26,837
| New | +$2.45M |
|
8
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.24M | 2.3% |
+11,245
| New | +$2.31M |
|
9
Meta Platforms (Facebook)
META
$1.7T
| $2.17M | 2.22% |
+13,577
| New | +$2.44M |
|
10
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.94M | 1.98% |
+51,635
| New | +$1.98M |
|
11
iShares S&P 500 Growth ETF
IVW
$74.6B
| $1.92M | 1.97% |
+49,608
| New | +$1.98M |
|
12
Visa
V
$688B
| $1.91M | 1.95% |
+15,954
| New | +$1.93M |
|
13
UnitedHealth
UNH
$393B
| $1.91M | 1.95% |
+8,904
| New | +$2.03M |
|
14
BlackRock Floating Rate Income Strategies Fund
FRA
$383M
| $1.56M | 1.6% |
+107,196
| New | +$1.54M |
|
15
Home Depot
HD
$347B
| $1.4M | 1.43% |
+7,863
| New | +$1.48M |
|
16
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.4B
| $1.4M | 1.43% |
+4,081
| New | +$1.42M |
|
|
MRSH
17
Marsh
MRSH
$87.4B
| $1.36M | 1.4% |
+16,526
| New | +$1.37M |
|
18
State Street SPDR S&P 500 ETF Trust
SPY
$784B
| $1.28M | 1.31% |
+4,857
| New | +$1.33M |
|
19
iShares Russell 1000 Growth ETF
IWF
$126B
| $1.27M | 1.31% |
+37,464
| New | +$1.31M |
|
20
ALPS Sector Dividend Dogs ETF
SDOG
$1.39B
| $1.27M | 1.3% |
+29,013
| New | +$1.34M |
|
21
Walt Disney
DIS
$172B
| $1.26M | 1.29% |
+12,582
| New | +$1.34M |
|
22
General Dynamics
GD
$99.2B
| $1.2M | 1.23% |
+5,443
| New | +$1.18M |
|
23
Netflix
NFLX
$311B
| $1.16M | 1.19% |
+39,210
| New | +$1.07M |
|
24
Direxion Daily Financial Bull 3x ETF
FAS
$2.51B
| $1.13M | 1.15% |
+17,516
| New | +$1.25M |
|
25
iShares S&P 500 Value ETF
IVE
$49B
| $1.08M | 1.1% |
+9,846
| New | +$1.13M |
|
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