BW
BXM Wealth Portfolio holdings
AUM
$130M
1-Year Est. Return
27.68%
This Fund
S&P 500
1 Year Est. Return
+27.68%
AUM
$106M
AUM Growth
+$21.4M
(+25%)
Holding
139
Top Buys
| 1 | +$3.25M | |
| 2 | +$2.48M | |
| 3 | +$1.11M | |
| 4 |
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 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
$120B
| $205K | 0.19% |
+4,550
|
|
||
127
Snap-on
SNA
$19.1B
| $201K | 0.19% |
+580
|
|
||
128
Opendoor
OPEN
$4.74B
| $79.7K | 0.08% |
+10,333
|
|
||
129
Sangamo Therapeutics
SGMO
$141M
| $8.38K | 0.01% |
12,450
-100
|
|
||
130
Apollo Global Management
APO
$60.4B
| – | – |
-1,500
|
|
||
131
BHP
BHP
$175B
| – | – |
-4,205
|
|
||
|
BSJP
132
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| – | – |
-14,082
|
|
||
|
133
CVS Health
CVS
$96.9B
| – | – |
-4,183
|
|
||
134
Kinross Gold
KGC
$36.7B
| – | – |
-12,450
|
|
||
135
Nike
NKE
$79.9B
| – | – |
-3,243
|
|
||
136
Pfizer
PFE
$151B
| – | – |
-9,855
|
|
||
137
Sibanye-Stillwater
SBSW
$8.9B
| – | – |
-12,290
|
|
||
138
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$4.96B
| – | – |
-15,372
|
|
||
139
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.26B
| – | – |
-26,775
|
|