BW
BostonPremier Wealth Portfolio holdings
AUM
$180M
This Quarter Return
+9.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+12%)
Cap. Flow
+$6.24M
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
79.99%
Holding
66
New
8
Increased
30
Reduced
13
Closed
3
Top Buys
| 1 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
$3.71M |
| 2 |
Apple
AAPL
|
$1.11M |
| 3 |
NVIDIA
NVDA
|
$1.08M |
| 4 |
Amazon
AMZN
|
$888K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$835K |
Top Sells
| 1 |
iShares Cybersecurity and Tech ETF
IHAK
|
$3.56M |
| 2 |
Exxon Mobil
XOM
|
$1.49M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$243K |
| 4 |
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% |
