BW
BXM Wealth Portfolio holdings
AUM
$130M
1-Year Est. Return
27.69%
This Fund
S&P 500
1 Year Est. Return
+27.69%
AUM
$130M
AUM Growth
+$24.1M
(+23%)
Holding
156
Top Buys
| 1 | +$17.2M | |
| 2 | +$5.57M | |
| 3 | +$4.39M | |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
+$3.31M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.3M |
Top Sells
| 1 | +$552K | |
| 2 | +$458K | |
| 3 | +$422K | |
| 4 |
Accenture
ACN
|
+$373K |
| 5 |
Citizens Financial Group
CFG
|
+$311K |
Sector Composition
| 1 | Technology | 19.61% |
| 2 | Financials | 5.07% |
| 3 | Communication Services | 3.79% |
| 4 | Healthcare | 2.99% |
| 5 | Consumer Discretionary | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Roundhill Generative AI & Technology ETF
CHAT
$1.06B
| – | – |
-3,875
|
|
||
|
152
Citizens Financial Group
CFG
$27.1B
| – | – |
-5,845
|
|
||
153
CAVA Group
CAVA
$7.18B
| – | – |
-4,640
|
|
||
154
Bristol-Myers Squibb
BMY
$113B
| – | – |
-4,550
|
|
||
155
Bank of America
BAC
$374B
| – | – |
-4,523
|
|
||
156
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.36B
| – | – |
-4,600
|
|