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
51
$545K 0.65%
4,600
52
$522K 0.62%
1,319
53
$518K 0.62%
+12,685
54
$490K 0.58%
4,545
+123
55
$486K 0.58%
4,600
-1,200
56
$476K 0.57%
20,384
+4,625
57
$472K 0.56%
1,111
58
$433K 0.52%
5,700
59
$432K 0.51%
8,603
60
$431K 0.51%
3,169
61
$391K 0.46%
3,153
62
$385K 0.46%
13,096
-1,325
63
$373K 0.44%
5,935
64
$366K 0.44%
1,254
+36
65
$366K 0.44%
3,472
66
$360K 0.43%
2,700
67
$354K 0.42%
+15,571
68
$349K 0.41%
2,570
69
$347K 0.41%
977
+143
70
$339K 0.4%
874
+43
71
$339K 0.4%
2,225
72
$336K 0.4%
666
-4,147
73
$329K 0.39%
450
74
$328K 0.39%
2,777
-794
75
$325K 0.39%
14,082
+1,251
1 2
3
4 5