BPW
BLVD Private Wealth Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
-$1.68M
(-1.4%)
Holding
80
Top Buys
| 1 | +$1.16M | |
| 2 | +$576K | |
| 3 | +$243K | |
| 4 |
Tesla
TSLA
|
+$241K |
| 5 |
Schwab Municipal Bond ETF
SCMB
|
+$214K |
Top Sells
| 1 | +$331K | |
| 2 | +$324K | |
| 3 | +$316K | |
| 4 |
Innovator Growth Accelerated Plus ETF October
QTOC
|
+$239K |
| 5 |
Ferrari
RACE
|
+$239K |
Sector Composition
| 1 | Industrials | 31.16% |
| 2 | Technology | 5.37% |
| 3 | Communication Services | 1.32% |
| 4 | Consumer Discretionary | 1.02% |
| 5 | Financials | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Spotify
SPOT
$107B
| – | – |
-312
|
|
||
77
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$77.9M
| – | – |
-5,660
|
|
||
78
Innovator Laddered Allocation Power Buffer ETF
BUFF
$775M
| – | – |
-6,626
|
|
||
79
Costco
COST
$447B
| – | – |
-232
|
|
||
80
Invesco Total Return Bond ETF
GTO
$1.98B
| – | – |
-6,973
|
|