BW
BXM Wealth Portfolio holdings
AUM
$106M
1-Year Est. Return
29.79%
1 Year Est. Return
+29.79%
AUM
$106M
AUM Growth
+$21.4M
(+25%)
Holding
139
Top Buys
| 1 | +$2.15M | |
| 2 | +$1.94M | |
| 3 | +$1.19M | |
| 4 |
NVIDIA
NVDA
|
+$967K |
| 5 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$664K |
Top Sells
| 1 | +$4.36M | |
| 2 | +$2.67M | |
| 3 | +$898K | |
| 4 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
+$325K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Bristol-Myers Squibb
BMY
$107B
| $205K | 0.19% |
+4,550
|
|
||
127
Snap-on
SNA
$18.2B
| $201K | 0.19% |
+580
|
|
||
128
Opendoor
OPEN
$6.26B
| $79.7K | 0.08% |
+10,333
|
|
||
129
Sangamo Therapeutics
SGMO
$151M
| $8.38K | 0.01% |
12,450
-100
|
|
||
130
Apollo Global Management
APO
$85.9B
| – | – |
-1,500
|
|
||
131
BHP
BHP
$151B
| – | – |
-4,205
|
|
||
|
132
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$582M
| – | – |
-14,082
|
|
||
|
133
CVS Health
CVS
$101B
| – | – |
-4,183
|
|
||
134
Kinross Gold
KGC
$33.7B
| – | – |
-12,450
|
|
||
135
Nike
NKE
$99.7B
| – | – |
-3,243
|
|
||
136
Pfizer
PFE
$147B
| – | – |
-9,855
|
|
||
137
Sibanye-Stillwater
SBSW
$9.4B
| – | – |
-12,290
|
|
||
138
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.94B
| – | – |
-15,372
|
|
||
139
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.97B
| – | – |
-26,775
|
|