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
$106M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.48M
3
+$1.11M
4
NVDA icon
NVIDIA
NVDA
+$903K
5
BMNR
BitMine Immersion Technologies
BMNR
+$635K

Top Sells

1
+$2.67M
2
+$2.19M
3
+$898K
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$325K
5
CVS icon
CVS Health
CVS
+$289K

Sector Composition

1 Technology 27.42%
2 Financials 7.46%
3 Industrials 4.56%
4 Consumer Staples 4.37%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.96%
5,580
+975
27
$1.02M 0.96%
6,082
+893
28
$948K 0.9%
6,168
+861
29
$916K 0.87%
4,942
+1,260
30
$903K 0.85%
1,229
-20
31
$900K 0.85%
4,899
+1,005
32
$891K 0.84%
16,000
33
$848K 0.8%
1,491
34
$802K 0.76%
21,130
-275
35
$786K 0.74%
2,600
36
$776K 0.74%
2,976
+315
37
$749K 0.71%
2,982
38
$733K 0.69%
16,441
39
$728K 0.69%
1,636
-170
40
$724K 0.69%
4,349
+715
41
$715K 0.68%
2,900
+617
42
$693K 0.66%
18,095
-1,243
43
$664K 0.63%
5,178
+253
44
$655K 0.62%
9,000
-1,212
45
$650K 0.62%
+12,525
46
$648K 0.61%
33,500
47
$609K 0.58%
7,495
+905
48
$601K 0.57%
5,328
+783
49
$599K 0.57%
+15,375
50
$574K 0.54%
1,890
+636
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2
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