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
76
$316K 0.38%
2,606
77
$310K 0.37%
+1,600
78
$307K 0.36%
8,075
-1,040
79
$289K 0.34%
4,183
-1,105
80
$288K 0.34%
3,205
-200
81
$284K 0.34%
3,545
+269
82
$279K 0.33%
998
-235
83
$274K 0.33%
1,340
+80
84
$272K 0.32%
2,280
85
$270K 0.32%
435
+40
86
$260K 0.31%
+816
87
$259K 0.31%
371
-30
88
$259K 0.31%
+2,245
89
$257K 0.31%
+2,000
90
$257K 0.31%
10,925
+500
91
$256K 0.3%
699
-513
92
$253K 0.3%
+908
93
$245K 0.29%
+1,525
94
$239K 0.28%
9,855
95
$234K 0.28%
+3,243
96
$233K 0.28%
9,393
97
$228K 0.27%
+4,825
98
$221K 0.26%
+10,025
99
$219K 0.26%
3,090
-442
100
$213K 0.25%
1,500
1 2 3
4
5