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
51
$1.23M 0.89%
+5,888
52
$1.23M 0.89%
+34,098
53
$1.22M 0.88%
+20,080
54
$1.21M 0.87%
+4,423
55
$1.21M 0.87%
+13,399
56
$1.21M 0.87%
+32,112
57
$1.2M 0.86%
+7,625
58
$1.19M 0.86%
+6,995
59
$1.18M 0.85%
+32,940
60
$1.17M 0.84%
+14,178
61
$1.15M 0.83%
+9,413
62
$1.14M 0.82%
+9,571
63
$1.13M 0.82%
+21,597
64
$1.13M 0.82%
+7,729
65
$1.12M 0.81%
+11,697
66
$1.1M 0.8%
+15,256
67
$1.08M 0.78%
+4,448
68
$969K 0.7%
+12,527
69
$861K 0.62%
+50,166
70
$837K 0.6%
+2,415
71
$773K 0.56%
+2,291
72
$727K 0.53%
+4,964
73
$717K 0.52%
+16,660
74
$711K 0.51%
+3,074
75
$667K 0.48%
+4,906
1 2
3
4