BW

BXM Wealth Portfolio holdings

AUM $106M
1-Year Est. Return 29.79%
This Quarter Est. Return
1 Year Est. Return
+29.79%
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 +$2.15M
2 +$1.94M
3 +$1.19M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$664K

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
ACWV icon
51
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.35B
$552K 0.52%
4,600
ABT icon
52
Abbott
ABT
$218B
$541K 0.51%
4,037
+868
KMI icon
53
Kinder Morgan
KMI
$59.5B
$530K 0.5%
18,727
+5,631
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$123B
$520K 0.49%
1,111
CRM icon
55
Salesforce
CRM
$246B
$515K 0.49%
2,172
V icon
56
Visa
V
$671B
$509K 0.48%
1,492
+515
DUK icon
57
Duke Energy
DUK
$89.7B
$503K 0.48%
4,065
+1,288
PH icon
58
Parker-Hannifin
PH
$112B
$501K 0.47%
661
+290
SYK icon
59
Stryker
SYK
$135B
$488K 0.46%
1,319
COP icon
60
ConocoPhillips
COP
$118B
$478K 0.45%
5,055
+1,850
EMR icon
61
Emerson Electric
EMR
$76.8B
$478K 0.45%
3,645
+945
JPIE icon
62
JPMorgan Income ETF
JPIE
$6.41B
$478K 0.45%
10,292
-2,393
AXP icon
63
American Express
AXP
$264B
$470K 0.45%
1,416
+600
FTNT icon
64
Fortinet
FTNT
$61.1B
$462K 0.44%
5,500
+900
KLAC icon
65
KLA
KLAC
$157B
$458K 0.43%
+425
IDEV icon
66
iShares Core MSCI International Developed Markets ETF
IDEV
$24B
$457K 0.43%
5,700
HD icon
67
Home Depot
HD
$358B
$456K 0.43%
1,126
+427
GPC icon
68
Genuine Parts
GPC
$18.3B
$447K 0.42%
3,224
+618
SHOP icon
69
Shopify
SHOP
$214B
$442K 0.42%
2,975
+730
HYD icon
70
VanEck High Yield Muni ETF
HYD
$3.71B
$438K 0.41%
8,603
AMGN icon
71
Amgen
AMGN
$171B
$423K 0.4%
1,498
+500
PM icon
72
Philip Morris
PM
$239B
$422K 0.4%
+2,599
RF icon
73
Regions Financial
RF
$24.2B
$420K 0.4%
15,925
+5,000
MPWR icon
74
Monolithic Power Systems
MPWR
$45.3B
$414K 0.39%
450
CAT icon
75
Caterpillar
CAT
$280B
$407K 0.39%
854
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