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 | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$302B
| $354K | 0.2% |
5,006
-1,418
|
|
||
77
Walmart
WMT
$815B
| $352K | 0.2% |
3,602
+100
|
|
||
78
Chevron
CVX
$311B
| $275K | 0.16% |
1,920
|
|
||
79
AbbVie
ABBV
$385B
| $259K | 0.15% |
1,395
+4
|
|
||
80
Canadian Pacific Kansas City
CP
$64.2B
| $246K | 0.14% |
3,104
|
|
||
81
Vanguard Total Stock Market ETF
VTI
$555B
| $229K | 0.13% |
+755
|
|
||
82
Vanguard S&P 500 ETF
VOO
$775B
| $224K | 0.13% |
+394
|
|
||
|
SPYM
83
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.4B
| $223K | 0.13% |
3,067
-31
|
|
||
84
Grayscale Bitcoin Trust
GBTC
$42.2B
| $221K | 0.13% |
+2,603
|
|
||
85
Caterpillar
CAT
$269B
| $209K | 0.12% |
+538
|
|
||
86
Fiserv
FI
$34.2B
| $207K | 0.12% |
1,201
|
|
||
87
Esperion Therapeutics
ESPR
$676M
| $44.6K | 0.03% |
45,306
+10,309
|
|
||
88
Teradyne
TER
$28.7B
| – | – |
-21,376
|
|
||
|
89
Starbucks
SBUX
$95.9B
| – | – |
-4,036
|
|
||
90
Royal Bank of Canada
RY
$207B
| – | – |
-2,353
|
|