BW

BostonPremier Wealth Portfolio holdings

AUM $195M
1-Year Est. Return 17.42%
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.11M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$888K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$835K

Top Sells

1
+$3.56M
2
+$1.49M
3
+$243K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$204K
5
CIM
Chimera Investment
CIM
+$169K

Sector Composition

1 Technology 7.73%
2 Consumer Discretionary 2.16%
3 Communication Services 1.25%
4 Financials 1.11%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$576K 0.32%
932
+28
27
$564K 0.31%
9,550
28
$545K 0.3%
15,201
+46
29
$530K 0.29%
3,470
+17
30
$411K 0.23%
36,400
31
$394K 0.22%
2,892
-271
32
$393K 0.22%
12,508
33
$390K 0.22%
1,906
34
$386K 0.21%
4,676
+1
35
$385K 0.21%
3,399
-196
36
$383K 0.21%
1,323
37
$352K 0.2%
1,671
+1
38
$348K 0.19%
7,356
+14
39
$330K 0.18%
447
+12
40
$321K 0.18%
1,560
-495
41
$320K 0.18%
6,305
+49
42
$310K 0.17%
2,915
+18
43
$309K 0.17%
+2,925
44
$309K 0.17%
2,226
+2
45
$301K 0.17%
12,643
-374
46
$292K 0.16%
+2,058
47
$292K 0.16%
10,087
+29
48
$289K 0.16%
6,592
+28
49
$272K 0.15%
2,528
50
$268K 0.15%
+2,091
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