We are live on ! Find out more
BW

BostonPremier Wealth Portfolio holdings

AUM $194M
1-Year Est. Return 20.19%
This Fund
S&P 500
This Quarter Est. Return
-1.92%
1 Year Est. Return
+20.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$1.62M
Cap. Flow
+$3.38M
Cap. Flow %
1.74%
Top 10 Hldgs %
80.52%
Holding
74
New
5
Increased
35
Reduced
18
Closed
4

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$901K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$778K
3
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$565K
4
DFUS
Dimensional US Equity ETF
DFUS
+$417K
5
NBIS
Nebius Group N.V.
NBIS
+$264K

Top Sells

1
BSX icon
Boston Scientific
BSX
+$241K
2
FTNT icon
Fortinet
FTNT
+$232K
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$212K
4
NOW icon
ServiceNow
NOW
+$209K
5
AMZN icon
Amazon
AMZN
+$145K

Sector Composition

1 Technology 8%
2 Communication Services 2.18%
3 Consumer Discretionary 2.17%
4 Financials 0.85%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$353B
$300K 0.15%
2,074
+4
+0.2% +$606
T icon
52
AT&T
T
$153B
$287K 0.15%
9,893
-260
-3% -$6.95K
IWP icon
53
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$284K 0.15%
2,217
-13
-0.6% -$1.76K
DMAR icon
54
FT Vest US Equity Deep Buffer ETF March
DMAR
$452M
$275K 0.14%
6,478
– –
NBIS
55
Nebius Group N.V.
NBIS
$43.6B
$274K 0.14%
+2,645
New +$264K
VZ icon
56
Verizon
VZ
$183B
$274K 0.14%
5,456
+70
+1% +$3.24K
MO icon
57
Altria Group
MO
$122B
$258K 0.13%
3,912
+4
+0.1% +$257
RITM icon
58
Rithm Capital
RITM
$5.26B
$242K 0.13%
25,550
-5,100
-17% -$53.4K
IWS icon
59
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$242K 0.13%
1,661
-6
-0.4% -$891
VO icon
60
Vanguard Mid-Cap ETF
VO
$106B
$241K 0.12%
3,360
– –
ITOT icon
61
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$241K 0.12%
1,692
+4
+0.2% +$595
IWV icon
62
iShares Russell 3000 ETF
IWV
$19.8B
$236K 0.12%
638
+2
+0.3% +$774
RECS icon
63
Columbia Research Enhanced Core ETF
RECS
$5.96B
$234K 0.12%
6,009
+465
+8% +$18.9K
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.06T
$216K 0.11%
451
– –
BE icon
65
Bloom Energy
BE
$58.8B
$209K 0.11%
+1,539
New +$226K
GMAR icon
66
FT Vest US Equity Moderate Buffer ETF March
GMAR
$395M
$205K 0.11%
4,919
– –
SCHF icon
67
Schwab International Equity ETF
SCHF
$65.7B
$205K 0.11%
+8,285
New +$211K
VEU icon
68
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$201K 0.1%
+2,670
New +$207K
MSIF
69
MSC Income Fund Inc
MSIF
$527M
$181K 0.09%
+14,856
New +$192K
OXSQ icon
70
Oxford Square Capital
OXSQ
$165M
$46.1K 0.02%
26,026
-9,200
-26% -$16.6K
BSX icon
71
Boston Scientific
BSX
$66.3B
– –
-2,528
Closed -$241K
FTNT icon
72
Fortinet
FTNT
$118B
– –
-2,925
Closed -$232K
GBTC icon
73
Grayscale Bitcoin Trust
GBTC
$9.66B
– –
-3,106
Closed -$212K
NOW icon
74
ServiceNow
NOW
$107B
– –
-1,365
Closed -$209K
1 2
3

Similar funds

BWM
BankPlus Wealth Management Jackson, Mississippi $194M AUM 13.98% 1-Year Est. Return
MUAMU
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $193M AUM 37.43% 1-Year Est. Return
TDWM
Topel & Distasi Wealth Management Berkeley, California $193M AUM 12.07% 1-Year Est. Return
JHA
Jackson Hill Advisors Houston, Texas $193M AUM 4.94% 1-Year Est. Return
WWC
Waypoint Wealth Counsel Atlanta, Georgia $193M AUM 30.17% 1-Year Est. Return
RCF
Rainwater Charitable Foundation Fort Worth, Texas $194M AUM 10.07% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
EAM
Exome Asset Management New York $193M AUM 208.51% 1-Year Est. Return