BPW
BLVD Private Wealth Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$10.4M
(+9.8%)
Holding
80
Top Buys
| 1 | +$3.61M | |
| 2 | +$3.13M | |
| 3 | +$734K | |
| 4 |
IBUF
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
|
+$707K |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$598K |
Top Sells
| 1 | +$1.78M | |
| 2 | +$894K | |
| 3 | +$521K | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$482K |
| 5 |
Invesco Total Return Bond ETF
GTO
|
+$471K |
Sector Composition
| 1 | Industrials | 32.62% |
| 2 | Technology | 5.5% |
| 3 | Communication Services | 1.4% |
| 4 | Consumer Discretionary | 1.16% |
| 5 | Financials | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$204B
| $202K | 0.17% |
+609
|
|
||
77
BlackRock Flexible Income ETF
BINC
$16.9B
| – | – |
-3,788
|
|
||
78
Innovator US Equity Buffer ETF November
BNOV
$206M
| – | – |
-5,333
|
|
||
79
ProShares Ultra QQQ
QLD
$7.68B
| – | – |
-3,960
|
|
||
80
Schwab Short-Term US Treasury ETF
SCHO
$12B
| – | – |
-8,442
|
|