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
76
$514K 0.37%
+1,740
77
$392K 0.28%
+6,655
78
$346K 0.25%
+2,476
79
$236K 0.17%
+496
80
$228K 0.16%
+2,884
81
$227K 0.16%
+1,464
82
$223K 0.16%
+1,678
83
$180K 0.13%
+10,000
1 2 3
4