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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
126
$205K 0.19%
+4,550
127
$201K 0.19%
+580
128
$79.7K 0.08%
+10,333
129
$8.38K 0.01%
12,450
-100
130
– –
-1,500
131
– –
-14,082
132
– –
-4,183
133
– –
-9,855
134
– –
-12,290
135
– –
-15,372
136
– –
-26,775
137
– –
-4,205
138
– –
-12,450
139
– –
-3,243
2 3 4 5
6