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
$130M
AUM Growth
+$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$462K
3 +$433K
4
CSX icon
CSX Corp
CSX
+$354K
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$332K

Top Sells

1 +$116M
2 +$59M
3 +$46.6M
4
AAPL icon
Apple
AAPL
+$46.5M
5
AVGO icon
Broadcom
AVGO
+$42.6M

Sector Composition

1 Technology 17.58%
2 Financials 4.52%
3 Industrials 3.67%
4 Communication Services 3.54%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PANW icon
101
Palo Alto Networks
PANW
$148B
$280K 0.22%
1,745
-5
BJ icon
102
BJs Wholesale Club
BJ
$12B
$271K 0.21%
+2,750
ADI icon
103
Analog Devices
ADI
$192B
$270K 0.21%
850
GPC icon
104
Genuine Parts
GPC
$14.7B
$270K 0.21%
2,556
-48,540
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$105B
$266K 0.2%
2,003
-196
WFC icon
106
Wells Fargo
WFC
$247B
$265K 0.2%
3,324
-224
CLOI icon
107
VanEck CLO ETF
CLOI
$1.32B
$262K 0.2%
+4,965
BSJS icon
108
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$661M
$260K 0.2%
11,997
+143
SHOP icon
109
Shopify
SHOP
$162B
$260K 0.2%
2,190
-7,934
RF icon
110
Regions Financial
RF
$24.1B
$253K 0.19%
9,675
IWM icon
111
iShares Russell 2000 ETF
IWM
$76.7B
$251K 0.19%
1,014
-2,451
GS icon
112
Goldman Sachs
GS
$277B
$251K 0.19%
297
-13,165
AXP icon
113
American Express
AXP
$218B
$251K 0.19%
830
-31,347
FCRS
114
FutureCrest Acquisition Corp
FCRS
$369M
$250K 0.19%
24,888
BHP icon
115
BHP
BHP
$203B
$245K 0.19%
3,375
ANET icon
116
Arista Networks
ANET
$217B
$244K 0.19%
1,984
+16
NRG icon
117
NRG Energy
NRG
$34B
$243K 0.19%
1,662
PSX icon
118
Phillips 66
PSX
$65.8B
$237K 0.18%
1,300
-980
ELFY
119
ALPS Electrification Infrastructure ETF
ELFY
$167M
$234K 0.18%
5,960
-7,389
FDCF icon
120
Fidelity Disruptive Communications ETF
FDCF
$102M
$231K 0.18%
5,355
CAVA icon
121
CAVA Group
CAVA
$11B
$229K 0.18%
+2,830
KLAC icon
122
KLA
KLAC
$249B
$224K 0.17%
+152
SO icon
123
Southern Company
SO
$106B
$217K 0.17%
+2,250
FMED icon
124
Fidelity Disruptive Medicine ETF
FMED
$57.7M
$213K 0.16%
8,690
-300
BMNR
125
BitMine Immersion Technologies
BMNR
$11.6B
$213K 0.16%
10,790
-17,434