BWG
Boomfish Wealth Group Portfolio holdings
AUM
$173M
1-Year Est. Return
14.55%
1 Year Est. Return
+14.55%
AUM
$154M
AUM Growth
-$10.7M
(-6.5%)
Holding
93
Top Buys
| 1 | +$1.1M | |
| 2 | +$258K | |
| 3 | +$222K | |
| 4 |
UnitedHealth
UNH
|
+$212K |
| 5 |
Applied Materials
AMAT
|
+$159K |
Top Sells
| 1 | +$1.11M | |
| 2 | +$837K | |
| 3 | +$808K | |
| 4 |
Verizon
VZ
|
+$785K |
| 5 |
Medtronic
MDT
|
+$752K |
Sector Composition
| 1 | Technology | 30.26% |
| 2 | Consumer Discretionary | 10.28% |
| 3 | Healthcare | 9.56% |
| 4 | Financials | 8.51% |
| 5 | Industrials | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Royal Bank of Canada
RY
$208B
| $265K | 0.17% |
2,353
-1,791
|
|
||
77
Fiserv
FI
$67.4B
| $265K | 0.17% |
1,201
|
|
||
78
Palantir
PLTR
$428B
| $228K | 0.15% |
2,706
-1,376
|
|
||
79
Canadian Pacific Kansas City
CP
$69.7B
| $218K | 0.14% |
3,104
+220
|
|
||
80
JPMorgan Chase
JPM
$802B
| $212K | 0.14% |
864
-54
|
|
||
81
SPDR Portfolio S&P 500 ETF
SPLG
$89.3B
| $204K | 0.13% |
3,098
|
|
||
82
Esperion Therapeutics
ESPR
$621M
| $50.4K | 0.03% |
34,997
|
|
||
83
Caterpillar
CAT
$244B
| – | – |
-663
|
|
||
84
BorgWarner
BWA
$9.46B
| – | – |
-23,576
|
|
||
85
Clorox
CLX
$14.2B
| – | – |
-1,283
|
|
||
86
Comcast
CMCSA
$108B
| – | – |
-21,522
|
|
||
87
Walt Disney
DIS
$203B
| – | – |
-2,078
|
|
||
|
88
Medtronic
MDT
$121B
| – | – |
-9,413
|
|
||
89
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
| – | – |
-8,060
|
|
||
90
US Bancorp
USB
$74.4B
| – | – |
-9,326
|
|
||
91
Valvoline
VVV
$4.3B
| – | – |
-9,936
|
|
||
|
92
Verizon
VZ
$162B
| – | – |
-19,637
|
|
||
|
ETHE
93
Grayscale Ethereum Trust ETF
ETHE
$4.34B
| – | – |
-7,478
|
|