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
101
$274K 0.26%
+649
102
$273K 0.26%
1,340
103
$272K 0.26%
+1,932
104
$264K 0.25%
+850
105
$264K 0.25%
+851
106
$262K 0.25%
+5,875
107
$258K 0.24%
11,704
+1,679
108
$256K 0.24%
4,825
109
$247K 0.23%
1,525
110
$239K 0.23%
+3,305
111
$238K 0.23%
+3,875
112
$234K 0.22%
9,393
113
$233K 0.22%
+4,523
114
$228K 0.22%
+1,605
115
$226K 0.21%
+2,500
116
$222K 0.21%
+4,793
117
$219K 0.21%
+230
118
$215K 0.2%
+520
119
$213K 0.2%
+2,543
120
$213K 0.2%
2,250
121
$210K 0.2%
2,570
-25
122
$209K 0.2%
850
123
$209K 0.2%
+2,560
124
$209K 0.2%
+1,225
125
$206K 0.2%
7,385
2 3 4
5
6