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 | +$3.57M | |
| 2 | +$3.19M | |
| 3 | +$719K | |
| 4 |
United Parcel Service
UPS
|
+$677K |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$602K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.04M | |
| 3 | +$644K | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$532K |
| 5 |
Invesco Total Return Bond ETF
GTO
|
+$476K |
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
$246B
| $202K | 0.17% |
+609
|
|
||
77
BlackRock Flexible Income ETF
BINC
$16.2B
| – | – |
-3,788
|
|
||
78
Innovator US Equity Buffer ETF November
BNOV
$214M
| – | – |
-5,333
|
|
||
79
ProShares Ultra QQQ
QLD
$11B
| – | – |
-3,960
|
|
||
80
Schwab Short-Term US Treasury ETF
SCHO
$11.6B
| – | – |
-8,442
|
|