BCWM
Blue Chip Wealth Management Portfolio holdings
AUM
$127M
1-Year Est. Return
40.68%
This Fund
S&P 500
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 | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.04T
| $13.5M | 12.81% |
148,316
-1,072
|
|
||
|
2
Amazon
AMZN
$2.4T
| $9.53M | 9.03% |
69,120
+2,760
|
|
||
3
Microsoft
MSFT
$3.01T
| $5.25M | 4.97% |
25,798
+420
|
|
||
4
Visa
V
$639B
| $2.84M | 2.69% |
14,693
+84
|
|
||
5
Home Depot
HD
$380B
| $2.8M | 2.65% |
11,173
+362
|
|
||
6
Blackrock
BLK
$164B
| $2.77M | 2.62% |
5,088
+329
|
|
||
7
Schwab US Large-Cap Growth ETF
SCHG
$50.3B
| $2.76M | 2.62% |
217,632
+18,664
|
|
||
8
JPMorgan Chase
JPM
$832B
| $2.46M | 2.33% |
26,212
+1,596
|
|
||
9
Meta Platforms (Facebook)
META
$1.72T
| $2.46M | 2.33% |
10,834
-149
|
|
||
10
iShares S&P 500 Growth ETF
IVW
$63.9B
| $2.4M | 2.27% |
46,176
-504
|
|
||
11
UnitedHealth
UNH
$243B
| $2.36M | 2.24% |
8,012
+236
|
|
||
|
12
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.05M | 1.94% |
11,486
-1,129
|
|
||
13
Tesla
TSLA
$1.49T
| $1.86M | 1.76% |
25,845
+3,165
|
|
||
14
iShares Core S&P Small-Cap ETF
IJR
$95.2B
| $1.83M | 1.74% |
26,834
-1,086
|
|
||
15
iShares Russell 1000 Growth ETF
IWF
$116B
| $1.68M | 1.59% |
8,740
+127
|
|
||
16
State Street SPDR S&P 500 ETF Trust
SPY
$700B
| $1.61M | 1.52% |
5,218
-475
|
|
||
17
iShares Core S&P Mid-Cap ETF
IJH
$109B
| $1.58M | 1.5% |
44,420
-280
|
|
||
|
MRSH
18
Marsh
MRSH
$92.2B
| $1.55M | 1.47% |
14,427
+21
|
|
||
19
Walt Disney
DIS
$186B
| $1.49M | 1.41% |
13,343
+189
|
|
||
20
Mastercard
MA
$493B
| $1.46M | 1.38% |
4,921
+148
|
|
||
21
Netflix
NFLX
$343B
| $1.44M | 1.36% |
31,530
+5,750
|
|
||
22
McDonald's
MCD
$232B
| $1.38M | 1.3% |
7,466
+471
|
|
||
23
PayPal
PYPL
$36.4B
| $1.36M | 1.29% |
7,799
+2,392
|
|
||
24
Alphabet (Google) Class C
GOOG
$3.91T
| $1.21M | 1.15% |
17,180
+300
|
|
||
25
NVIDIA
NVDA
$4.26T
| $1.19M | 1.13% |
125,640
+18,840
|
|