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
76
$254K 0.36%
+804
77
$253K 0.35%
+398
78
$253K 0.35%
+10,750
79
$252K 0.35%
+2,530
80
$250K 0.35%
+10,741
81
$248K 0.35%
+1,500
82
$240K 0.34%
+9,393
83
$231K 0.32%
+1,005
84
$230K 0.32%
+3,276
85
$228K 0.32%
+629
86
$220K 0.31%
+6,725
87
$218K 0.31%
+6,180
88
$215K 0.3%
+442
89
$211K 0.3%
+3,388
90
$211K 0.29%
+4,786
91
$207K 0.29%
+1,100
92
$205K 0.29%
+325
93
$202K 0.28%
+3,404
94
$202K 0.28%
+1,680
95
$179K 0.25%
+19,350
96
$18.9K 0.03%
+18,550
1 2 3
4