BW

BXM Wealth Portfolio holdings

AUM $130M
1-Year Est. Return 29.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$462K
3
+$433K
4
CSX icon
CSX Corp
CSX
+$354K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$332K

Top Sells

1
+$116M
2
+$59M
3
+$46.6M
4
AAPL icon
Apple
AAPL
+$46.5M
5
AVGO icon
Broadcom
AVGO
+$42.6M

Sector Composition

1 Technology 17.58%
2 Financials 4.52%
3 Industrials 3.67%
4 Communication Services 3.54%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NODE
26
VanEck Onchain Economy ETF
NODE
$65.7M
$1.14M 0.88%
35,224
-48,602
WMT icon
27
Walmart Inc
WMT
$1.02T
$1.1M 0.85%
8,844
-78,523
RTX icon
28
RTX Corp
RTX
$233B
$1.06M 0.82%
5,513
-56,417
ORCL icon
29
Oracle
ORCL
$497B
$1.05M 0.81%
7,122
-76,095
JNJ icon
30
Johnson & Johnson
JNJ
$542B
$1.05M 0.8%
4,278
-67,962
IBM icon
31
IBM
IBM
$214B
$1.01M 0.78%
4,187
-49,106
FDTX icon
32
Fidelity Disruptive Technology ETF
FDTX
$215M
$954K 0.73%
25,840
-49,088
GCOW icon
33
Pacer Global Cash Cows Dividend ETF
GCOW
$3.29B
$935K 0.72%
20,215
IAU icon
34
iShares Gold Trust
IAU
$75B
$908K 0.7%
10,300
VB icon
35
Vanguard Small-Cap ETF
VB
$76.6B
$906K 0.7%
3,460
-64,269
IVES
36
Dan IVES Wedbush AI Revolution ETF
IVES
$1.02B
$896K 0.69%
31,580
-69,992
FDVV icon
37
Fidelity High Dividend ETF
FDVV
$9.08B
$884K 0.68%
16,000
META icon
38
Meta Platforms (Facebook)
META
$1.72T
$864K 0.67%
1,510
-19,814
CSCO icon
39
Cisco
CSCO
$349B
$859K 0.66%
11,076
-20,096
ABBV icon
40
AbbVie
ABBV
$349B
$822K 0.63%
3,778
-3,674
VONE icon
41
Vanguard Russell 1000 ETF
VONE
$7.64B
$805K 0.62%
2,728
-200
IVV icon
42
iShares Core S&P 500 ETF
IVV
$789B
$791K 0.61%
1,211
-197
BSJQ icon
43
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.08B
$785K 0.6%
33,881
+2,195
MA icon
44
Mastercard
MA
$452B
$785K 0.6%
1,570
TXN icon
45
Texas Instruments
TXN
$245B
$778K 0.6%
4,006
-43,128
TSM icon
46
TSMC
TSM
$2.1T
$766K 0.59%
2,268
-39,485
LOW icon
47
Lowe's Companies
LOW
$136B
$763K 0.59%
3,231
-30,020
NVS icon
48
Novartis
NVS
$275B
$739K 0.57%
4,840
-37,977
PLTR icon
49
Palantir
PLTR
$342B
$729K 0.56%
4,985
-8,693
XOM icon
50
Exxon Mobil
XOM
$616B
$714K 0.55%
4,209
-124
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