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
$130M
AUM Growth
+$24.1M
(+23%)
Holding
156
Top Buys
| 1 | +$128M | |
| 2 | +$56.1M | |
| 3 | +$50.9M | |
| 4 |
Apple
AAPL
|
+$48.4M |
| 5 |
Broadcom
AVGO
|
+$45.2M |
Top Sells
| 1 | +$552K | |
| 2 | +$458K | |
| 3 | +$422K | |
| 4 |
Accenture
ACN
|
+$353K |
| 5 |
BNY Mellon Global Infrastructure Income ETF
BKGI
|
+$317K |
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
CAVA Group
CAVA
$9.54B
| – | – |
-4,640
|
|
||
152
Citizens Financial Group
CFG
$23.6B
| – | – |
-5,845
|
|
||
153
Snap-on
SNA
$19.1B
| – | – |
-580
|
|
||
154
Southern Company
SO
$110B
| – | – |
-2,250
|
|
||
155
Valero Energy
VLO
$69B
| – | – |
-1,225
|
|
||
|
XYZ
156
Block Inc
XYZ
$35.8B
| – | – |
-3,305
|
|