BWG
Boomfish Wealth Group Portfolio holdings
AUM
$187M
1-Year Est. Return
15.54%
This Fund
S&P 500
1 Year Est. Return
+15.54%
AUM
$187M
AUM Growth
+$231K
(+0.12%)
Holding
93
Top Buys
| 1 | +$2.44M | |
| 2 | +$1.69M | |
| 3 | +$1.64M | |
| 4 |
Tesla
TSLA
|
+$1.42M |
| 5 |
Linde
LIN
|
+$1.34M |
Top Sells
| 1 | +$2.36M | |
| 2 | +$2.32M | |
| 3 | +$1.54M | |
| 4 |
Applied Materials
AMAT
|
+$1.48M |
| 5 |
Air Products & Chemicals
APD
|
+$1.44M |
Sector Composition
| 1 | Technology | 30.31% |
| 2 | Consumer Discretionary | 9.44% |
| 3 | Healthcare | 8.3% |
| 4 | Financials | 8.26% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
TSMC
TSM
$2.06T
| $2.73M | 1.46% |
8,083
+3,653
|
|
||
27
Palo Alto Networks
PANW
$147B
| $2.73M | 1.46% |
17,036
+527
|
|
||
28
Fortinet
FTNT
$63.2B
| $2.72M | 1.45% |
33,262
+477
|
|
||
29
JPMorgan Chase
JPM
$837B
| $2.69M | 1.43% |
9,131
+8,048
|
|
||
30
Microchip Technology
MCHP
$50.8B
| $2.66M | 1.42% |
41,149
+326
|
|
||
|
31
Tesla
TSLA
$1.47T
| $2.42M | 1.29% |
6,522
+3,436
|
|
||
32
Johnson & Johnson
JNJ
$547B
| $2.39M | 1.28% |
9,791
-135
|
|
||
33
Mercado Libre
MELI
$93.8B
| $2.37M | 1.27% |
1,373
+47
|
|
||
34
RTX Corp
RTX
$234B
| $2.35M | 1.25% |
12,185
-4
|
|
||
35
Booking.com
BKNG
$131B
| $2.29M | 1.22% |
13,575
+1,000
|
|
||
36
Berkshire Hathaway Class B
BRK.B
$1.02T
| $2.18M | 1.17% |
4,559
+45
|
|
||
37
Domino's
DPZ
$11.2B
| $2.15M | 1.15% |
5,990
+122
|
|
||
38
NextEra Energy
NEE
$202B
| $2.14M | 1.14% |
23,030
+428
|
|
||
39
Salesforce
CRM
$150B
| $2.11M | 1.13% |
11,329
+230
|
|
||
40
Enbridge
ENB
$120B
| $2.09M | 1.11% |
38,573
+241
|
|
||
41
PIMCO Ultra Short Government Active ETF
BILZ
$896M
| $2.07M | 1.1% |
20,496
+5,638
|
|
||
42
United Parcel Service
UPS
$91.4B
| $2.06M | 1.1% |
20,965
-634
|
|
||
43
Veeva Systems
VEEV
$28B
| $2.03M | 1.08% |
11,544
+403
|
|
||
44
ServiceNow
NOW
$94B
| $2.03M | 1.08% |
19,383
+2,673
|
|
||
45
UnitedHealth
UNH
$335B
| $2.01M | 1.07% |
7,417
+1,605
|
|
||
46
Procter & Gamble
PG
$343B
| $1.98M | 1.06% |
13,688
+8,729
|
|
||
47
Amgen
AMGN
$178B
| $1.97M | 1.05% |
5,600
+10
|
|
||
48
Digital Realty Trust
DLR
$70B
| $1.87M | 1% |
10,350
+78
|
|
||
49
Bank of America
BAC
$380B
| $1.86M | 1% |
38,253
+513
|
|
||
50
Union Pacific
UNP
$158B
| $1.83M | 0.98% |
7,557
+74
|
|