BW
BXM Wealth Portfolio holdings
AUM
$84.2M
This Quarter Return
+15.84%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$84.2M
AUM Growth
+$84.2M
(+1.1%)
Cap. Flow
-$8.43M
Cap. Flow
% of AUM
-10.02%
Top 10 Holdings %
Top 10 Hldgs %
34.25%
Holding
121
New
18
Increased
21
Reduced
40
Closed
13
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.4M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.09M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.54M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$980K |
| 5 |
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% |
