BW

BXM Wealth Portfolio holdings

AUM $130M
1-Year Est. Return 27.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.2M
AUM Growth
+$922K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$835K
3
+$606K
4
JPIE icon
JPMorgan Income ETF
JPIE
+$518K
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$354K

Top Sells

1
+$2.4M
2
+$2.09M
3
+$1.54M
4
VB icon
Vanguard Small-Cap ETF
VB
+$980K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$732K

Sector Composition

1 Technology 23.95%
2 Financials 5.79%
3 Consumer Discretionary 4.42%
4 Healthcare 4.3%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$860K 1.02%
5,307
-70
27
$838K 1%
1,491
+24
28
$835K 0.99%
+21,405
29
$832K 0.99%
16,000
30
$808K 0.96%
3,894
31
$770K 0.91%
3,173
-4,040
32
$758K 0.9%
5,189
33
$743K 0.88%
6,590
-3,745
34
$730K 0.87%
2,600
-50
35
$683K 0.81%
3,681
-80
36
$682K 0.81%
2,283
-100
37
$677K 0.8%
9,763
38
$670K 0.8%
16,441
-2,375
39
$662K 0.79%
2,982
40
$658K 0.78%
2,661
41
$637K 0.76%
10,212
-5,100
42
$636K 0.76%
33,500
43
$628K 0.75%
4,605
+485
44
$606K 0.72%
+19,338
45
$596K 0.71%
4,925
-50
46
$592K 0.7%
2,172
-90
47
$579K 0.69%
3,634
-516
48
$572K 0.68%
3,682
-1,219
49
$564K 0.67%
1,806
+68
50
$558K 0.66%
5,105
-1,140
1
2
3 4 5