BW

BXM Wealth Portfolio holdings

AUM $130M
1-Year Est. Return 27.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.2M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.36M
3
+$1.67M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.47M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$897K

Top Sells

1
+$518K
2
+$443K
3
+$388K
4
BHP icon
BHP
BHP
+$286K
5
FDTX icon
Fidelity Disruptive Technology ETF
FDTX
+$218K

Sector Composition

1 Technology 21.46%
2 Financials 10.64%
3 Healthcare 5.4%
4 Energy 4.75%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.25%
1,500
102
$203K 0.24%
+2,355
103
$8.23K 0.01%
12,550
-6,000
104
– –
-4,786
105
– –
-5,847
106
– –
-3,404
107
– –
-6,180
108
– –
-325
109
– –
-442
110
– –
-1,100
1 2 3 4
5