BWG

Boomfish Wealth Group Portfolio holdings

AUM $185M
1-Year Est. Return 13.27%
This Quarter Est. Return
1 Year Est. Return
+13.27%
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
1
$6.8M 4.91%
+80,137
2
$3.63M 2.62%
+9,658
3
$2.91M 2.1%
+18,516
4
$2.87M 2.07%
+57,870
5
$2.86M 2.07%
+14,879
6
$2.81M 2.03%
+19,048
7
$2.8M 2.02%
+3,957
8
$2.77M 2%
+781
9
$2.72M 1.96%
+17,871
10
$2.7M 1.95%
+45,864
11
$2.65M 1.91%
+4,016
12
$2.62M 1.89%
+18,622
13
$2.62M 1.89%
+1,669
14
$2.57M 1.86%
+15,884
15
$2.51M 1.81%
+4,322
16
$2.49M 1.8%
+5,846
17
$2.48M 1.79%
+8,976
18
$2.46M 1.78%
+9,359
19
$2.42M 1.75%
+4,060
20
$2.42M 1.75%
+10,875
21
$2.39M 1.72%
+9,173
22
$2.28M 1.65%
+3,015
23
$2.23M 1.61%
+4,239
24
$2.22M 1.6%
+5,386
25
$2.21M 1.6%
+5,432
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