BWG
Boomfish Wealth Group Portfolio holdings
AUM
$185M
1-Year Est. Return
13.27%
1 Year Est. Return
+13.27%
AUM
$185M
AUM Growth
+$12.3M
(+7.1%)
Holding
89
Top Buys
| 1 | +$1.18M | |
| 2 | +$550K | |
| 3 | +$507K | |
| 4 |
Salesforce
CRM
|
+$412K |
| 5 |
UnitedHealth
UNH
|
+$395K |
Top Sells
| 1 | +$883K | |
| 2 | +$829K | |
| 3 | +$820K | |
| 4 |
Broadcom
AVGO
|
+$358K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$326K |
Sector Composition
| 1 | Technology | 34.62% |
| 2 | Consumer Discretionary | 10.01% |
| 3 | Healthcare | 9.11% |
| 4 | Financials | 7.77% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Booking.com
BKNG
$171B
| $2.85M | 1.54% |
528
+15
|
|
||
27
Fortinet
FTNT
$61.1B
| $2.78M | 1.5% |
33,111
+6,027
|
|
||
28
CoStar Group
CSGP
$28.9B
| $2.74M | 1.48% |
32,422
+1,096
|
|
||
29
Microchip Technology
MCHP
$36.3B
| $2.72M | 1.47% |
42,431
+2,003
|
|
||
30
Workday
WDAY
$59B
| $2.65M | 1.43% |
11,015
+1,293
|
|
||
|
31
Salesforce
CRM
$246B
| $2.64M | 1.42% |
11,134
+1,739
|
|
||
32
Vertex Pharmaceuticals
VRTX
$115B
| $2.6M | 1.4% |
6,647
+1,404
|
|
||
33
Expeditors International
EXPD
$20.3B
| $2.57M | 1.39% |
20,995
+862
|
|
||
34
Adobe
ADBE
$149B
| $2.49M | 1.34% |
7,051
+929
|
|
||
35
Domino's
DPZ
$14.6B
| $2.46M | 1.33% |
5,707
+370
|
|
||
36
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.44M | 1.32% |
4,862
+50
|
|
||
37
RTX Corp
RTX
$240B
| $2.23M | 1.2% |
13,327
-70
|
|
||
|
38
UnitedHealth
UNH
$310B
| $2.17M | 1.17% |
6,297
+1,143
|
|
||
39
Exxon Mobil
XOM
$501B
| $2.04M | 1.1% |
18,111
+151
|
|
||
40
Bank of America
BAC
$403B
| $2.04M | 1.1% |
39,537
-507
|
|
||
41
Enbridge
ENB
$104B
| $2.02M | 1.09% |
40,096
+45
|
|
||
42
Johnson & Johnson
JNJ
$510B
| $1.99M | 1.07% |
10,724
+5
|
|
||
43
Digital Realty Trust
DLR
$52.8B
| $1.8M | 0.97% |
10,439
+134
|
|
||
44
Union Pacific
UNP
$142B
| $1.78M | 0.96% |
7,543
+291
|
|
||
45
NextEra Energy
NEE
$170B
| $1.78M | 0.96% |
23,568
+350
|
|
||
46
Ecolab
ECL
$74.7B
| $1.72M | 0.93% |
6,275
+52
|
|
||
47
Accenture
ACN
$168B
| $1.7M | 0.92% |
6,881
+1,536
|
|
||
48
PepsiCo
PEP
$206B
| $1.66M | 0.89% |
11,801
-5
|
|
||
49
Amgen
AMGN
$171B
| $1.65M | 0.89% |
5,850
+126
|
|
||
50
Honeywell
HON
$123B
| $1.65M | 0.89% |
7,834
+144
|
|