BWG
Boomfish Wealth Group Portfolio holdings
AUM
$185M
1-Year Est. Return
13.27%
1 Year Est. Return
+13.27%
AUM
$173M
AUM Growth
+$19M
(+12%)
Holding
90
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.2M | |
| 3 | +$886K | |
| 4 |
NVIDIA
NVDA
|
+$813K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$570K |
Top Sells
| 1 | +$1.77M | |
| 2 | +$595K | |
| 3 | +$420K | |
| 4 |
Starbucks
SBUX
|
+$396K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$307K |
Sector Composition
| 1 | Technology | 33.27% |
| 2 | Consumer Discretionary | 10.23% |
| 3 | Healthcare | 8.35% |
| 4 | Financials | 8.24% |
| 5 | Industrials | 7.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lowe's Companies
LOW
$130B
| $2.75M | 1.59% |
12,375
+1,128
|
|
||
27
Salesforce
CRM
$229B
| $2.56M | 1.48% |
9,395
+588
|
|
||
28
CoStar Group
CSGP
$28.5B
| $2.52M | 1.46% |
31,326
+784
|
|
||
29
Lockheed Martin
LMT
$104B
| $2.49M | 1.44% |
5,370
+149
|
|
||
|
30
Thermo Fisher Scientific
TMO
$216B
| $2.44M | 1.41% |
6,026
+1,407
|
|
||
31
Domino's
DPZ
$13.7B
| $2.41M | 1.39% |
5,337
+147
|
|
||
32
Adobe
ADBE
$137B
| $2.37M | 1.37% |
6,122
+912
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.34M | 1.35% |
4,812
+816
|
|
||
34
Vertex Pharmaceuticals
VRTX
$106B
| $2.33M | 1.35% |
5,243
+192
|
|
||
35
Workday
WDAY
$60.4B
| $2.33M | 1.35% |
9,722
+345
|
|
||
36
Expeditors International
EXPD
$18.9B
| $2.3M | 1.33% |
20,133
+693
|
|
||
37
RTX Corp
RTX
$240B
| $1.96M | 1.13% |
13,397
-406
|
|
||
38
Exxon Mobil
XOM
$498B
| $1.94M | 1.12% |
17,960
+422
|
|
||
39
Bank of America
BAC
$392B
| $1.89M | 1.09% |
40,044
+1,742
|
|
||
40
Enbridge
ENB
$104B
| $1.82M | 1.05% |
40,051
+1,759
|
|
||
41
Digital Realty Trust
DLR
$57.9B
| $1.8M | 1.04% |
10,305
+312
|
|
||
42
Honeywell
HON
$124B
| $1.79M | 1.03% |
7,690
+276
|
|
||
43
United Parcel Service
UPS
$78.4B
| $1.77M | 1.02% |
17,525
+32
|
|
||
44
Mondelez International
MDLZ
$72.7B
| $1.68M | 0.97% |
24,889
+1,063
|
|
||
45
Ecolab
ECL
$72.9B
| $1.68M | 0.97% |
6,223
+285
|
|
||
46
Union Pacific
UNP
$133B
| $1.67M | 0.96% |
7,252
+430
|
|
||
47
Roper Technologies
ROP
$48.2B
| $1.65M | 0.96% |
2,918
+136
|
|
||
48
Johnson & Johnson
JNJ
$451B
| $1.64M | 0.95% |
10,719
+520
|
|
||
49
Paychex
PAYX
$39.9B
| $1.62M | 0.94% |
11,167
+483
|
|
||
50
Air Products & Chemicals
APD
$57.3B
| $1.62M | 0.93% |
5,729
+345
|
|