BWG

Boomfish Wealth Group Portfolio holdings

AUM $173M
1-Year Est. Return 14.55%
This Quarter Est. Return
1 Year Est. Return
+14.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$3.63M
3
+$2.91M
4
NVDA icon
NVIDIA
NVDA
+$2.87M
5
AAPL icon
Apple
AAPL
+$2.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.12%
2 Consumer Discretionary 14.34%
3 Healthcare 10.91%
4 Financials 8.95%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.55%
+23,774
27
$2.11M 1.52%
+19,461
28
$2.1M 1.52%
+16,380
29
$2.1M 1.52%
+4,638
30
$2.07M 1.49%
+3,899
31
$2.05M 1.48%
+26,721
32
$2.03M 1.47%
+23,276
33
$1.97M 1.42%
+10,230
34
$1.9M 1.37%
+32,420
35
$1.9M 1.37%
+14,908
36
$1.5M 1.08%
+4,283
37
$1.43M 1.03%
+4,013
38
$1.43M 1.03%
+4,031
39
$1.42M 1.03%
+32,917
40
$1.42M 1.02%
+4,929
41
$1.41M 1.02%
+5,750
42
$1.36M 0.98%
+16,113
43
$1.32M 0.95%
+34,883
44
$1.3M 0.94%
+29,699
45
$1.29M 0.93%
+38,436
46
$1.28M 0.92%
+12,783
47
$1.28M 0.92%
+9,495
48
$1.27M 0.91%
+12,511
49
$1.25M 0.91%
+2,300
50
$1.25M 0.9%
+6,308
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