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
76
$400K 0.38%
2,575
+350
77
$396K 0.38%
6,253
+318
78
$396K 0.37%
+2,490
79
$388K 0.37%
16,577
-3,807
80
$388K 0.37%
3,472
81
$384K 0.36%
+11,090
82
$379K 0.36%
16,646
+1,075
83
$374K 0.35%
3,105
-2,000
84
$360K 0.34%
2,570
85
$353K 0.33%
3,081
-72
86
$352K 0.33%
5,301
+2,211
87
$345K 0.33%
4,117
+572
88
$331K 0.31%
658
-8
89
$323K 0.31%
+648
90
$320K 0.3%
8,075
91
$316K 0.3%
1,600
92
$311K 0.29%
+5,845
93
$310K 0.29%
2,280
94
$309K 0.29%
+3,153
95
$296K 0.28%
908
96
$291K 0.28%
435
97
$288K 0.27%
2,400
+400
98
$280K 0.27%
+4,640
99
$279K 0.26%
+4,218
100
$277K 0.26%
+4,199
2 3
4
5 6