BW

BostonPremier Wealth Portfolio holdings

AUM $201M
1-Year Est. Return 16.83%
This Quarter Est. Return
1 Year Est. Return
+16.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.78M
3
+$1.51M
4
CB icon
Chubb
CB
+$400K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$300K

Top Sells

1
+$1.49M
2
+$294K
3
+$284K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$211K
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$205K

Sector Composition

1 Technology 5.86%
2 Energy 1.48%
3 Consumer Discretionary 1.47%
4 Financials 1.21%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.34%
9,550
27
$506K 0.31%
904
-241
28
$500K 0.31%
15,155
+889
29
$417K 0.26%
36,400
30
$400K 0.25%
+1,323
31
$383K 0.24%
3,595
-1,350
32
$380K 0.24%
12,508
33
$370K 0.23%
1,906
-97
34
$350K 0.22%
4,675
-18
35
$327K 0.2%
411
36
$317K 0.2%
6,256
+892
37
$306K 0.19%
7,342
+540
38
$284K 0.18%
10,058
+32
39
$281K 0.17%
527
-116
40
$280K 0.17%
13,017
+39
41
$276K 0.17%
6,564
+27
42
$268K 0.17%
1,670
-146
43
$267K 0.17%
3,163
-11
44
$261K 0.16%
2,224
+1
45
$259K 0.16%
2,897
+15
46
$255K 0.16%
2,528
47
$251K 0.16%
435
+41
48
$247K 0.15%
6,646
49
$244K 0.15%
6,478
50
$243K 0.15%
1,202
-61
1
2
3