BPW
BLVD Private Wealth Portfolio holdings
AUM
$115M
1-Year Est. Return
23.91%
This Fund
S&P 500
1 Year Est. Return
+23.91%
AUM
$115M
AUM Growth
+$184K
(+0.16%)
Holding
77
Top Buys
| 1 | +$5.71M | |
| 2 | +$2.17M | |
| 3 | +$1.39M | |
| 4 |
First Trust Water ETF
FIW
|
+$1.39M |
| 5 |
PBFR
PGIM Laddered S&P 500 Buffer 20 ETF
PBFR
|
+$1.27M |
Top Sells
| 1 | +$5.61M | |
| 2 | +$1.29M | |
| 3 | +$827K | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$821K |
| 5 |
ROBO Global Artificial Intelligence ETF
THNQ
|
+$624K |
Sector Composition
| 1 | Industrials | 32.12% |
| 2 | Technology | 4.34% |
| 3 | Communication Services | 1.11% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Financials | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$603B
| – | – |
-694
|
|
||
77
State Street Technology Select Sector SPDR ETF
XLK
$129B
| – | – |
-2,382
|
|