BW

BXM Wealth Portfolio holdings

AUM $84.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.45M
3
+$2.94M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.69%
2 Financials 11.51%
3 Healthcare 5.78%
4 Energy 5.05%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.61%
+4,684
52
$432K 0.6%
+7,345
53
$410K 0.57%
+1,015
54
$388K 0.54%
+14,690
55
$387K 0.54%
+3,588
56
$374K 0.52%
+1,119
57
$370K 0.52%
+3,269
58
$359K 0.5%
+3,472
59
$357K 0.5%
+609
60
$352K 0.49%
+1,214
61
$345K 0.48%
+4,060
62
$343K 0.48%
+3,076
63
$335K 0.47%
+2,700
64
$333K 0.47%
+2,520
65
$321K 0.45%
+5,935
66
$314K 0.44%
+1,206
67
$313K 0.44%
+6,973
68
$311K 0.44%
+1,097
69
$304K 0.43%
+2,606
70
$296K 0.41%
+12,815
71
$286K 0.4%
+5,847
72
$266K 0.37%
+450
73
$266K 0.37%
+10,029
74
$259K 0.36%
+440
75
$258K 0.36%
+2,000
1 2
3
4