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
51
$552K 0.52%
4,600
52
$541K 0.51%
4,037
+868
53
$530K 0.5%
18,727
+5,631
54
$520K 0.49%
1,111
55
$515K 0.49%
2,172
56
$509K 0.48%
1,492
+515
57
$503K 0.48%
4,065
+1,288
58
$501K 0.47%
661
+290
59
$488K 0.46%
1,319
60
$478K 0.45%
5,055
+1,850
61
$478K 0.45%
3,645
+945
62
$478K 0.45%
10,292
-2,393
63
$470K 0.45%
1,416
+600
64
$462K 0.44%
5,500
+900
65
$458K 0.43%
+425
66
$457K 0.43%
5,700
67
$456K 0.43%
1,126
+427
68
$447K 0.42%
3,224
+618
69
$442K 0.42%
2,975
+730
70
$438K 0.41%
8,603
71
$423K 0.4%
1,498
+500
72
$422K 0.4%
+2,599
73
$420K 0.4%
15,925
+5,000
74
$414K 0.39%
450
75
$407K 0.39%
854
-20
1 2
3
4 5