BW

BXM Wealth Portfolio holdings

AUM $130M
1-Year Est. Return 27.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$56.1M
3
+$50.9M
4
AAPL icon
Apple
AAPL
+$48.4M
5
AVGO icon
Broadcom
AVGO
+$45.2M

Top Sells

1
+$552K
2
+$458K
3
+$422K
4
ACN icon
Accenture
ACN
+$353K
5
BKGI icon
BNY Mellon Global Infrastructure Income ETF
BKGI
+$317K

Sector Composition

1 Technology 19.61%
2 Financials 5.07%
3 Communication Services 3.79%
4 Healthcare 2.99%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NODE
26
VanEck Onchain Economy ETF
NODE
$55.6M
$1.16M 0.9%
+83,826
FDTX icon
27
Fidelity Disruptive Technology ETF
FDTX
$179M
$1.06M 0.82%
74,928
+53,798
META icon
28
Meta Platforms (Facebook)
META
$1.55T
$1M 0.77%
21,324
+20,095
WMT icon
29
Walmart Inc
WMT
$1.01T
$996K 0.77%
87,367
+77,153
RTX icon
30
RTX Corp
RTX
$275B
$965K 0.74%
61,930
+55,848
IVV icon
31
iShares Core S&P 500 ETF
IVV
$720B
$964K 0.74%
1,408
+973
FDVV icon
32
Fidelity High Dividend ETF
FDVV
$8.44B
$907K 0.7%
16,000
VONE icon
33
Vanguard Russell 1000 ETF
VONE
$6.95B
$905K 0.7%
2,928
+328
IVES
34
Dan IVES Wedbush AI Revolution ETF
IVES
$909M
$900K 0.69%
101,572
+90,482
MA icon
35
Mastercard
MA
$444B
$896K 0.69%
1,570
+79
GRNJ
36
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$369M
$879K 0.68%
+34,410
ABBV icon
37
AbbVie
ABBV
$388B
$867K 0.67%
7,452
+2,502
PLTR icon
38
Palantir
PLTR
$361B
$851K 0.66%
13,678
+8,098
CSCO icon
39
Cisco
CSCO
$309B
$841K 0.65%
31,172
+16,268
VB icon
40
Vanguard Small-Cap ETF
VB
$69.9B
$836K 0.64%
67,729
+62,096
IAU icon
41
iShares Gold Trust
IAU
$80.4B
$836K 0.64%
10,300
+1,300
GCOW icon
42
Pacer Global Cash Cows Dividend ETF
GCOW
$3.15B
$833K 0.64%
20,215
+12,140
JNJ icon
43
Johnson & Johnson
JNJ
$582B
$817K 0.63%
72,240
+67,298
LOW icon
44
Lowe's Companies
LOW
$133B
$749K 0.58%
33,251
+30,269
RSPT icon
45
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.99B
$748K 0.58%
16,441
BSJQ icon
46
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.11B
$740K 0.57%
31,686
+15,109
SMHX
47
VanEck Fabless Semiconductor ETF
SMHX
$149M
$730K 0.56%
19,195
+1,100
TSM icon
48
TSMC
TSM
$1.75T
$683K 0.53%
+41,753
NVS icon
49
Novartis
NVS
$293B
$676K 0.52%
42,817
+37,639
TXN icon
50
Texas Instruments
TXN
$174B
$653K 0.5%
47,134
+42,235
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