BW

BXM Wealth Portfolio holdings

AUM $84.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.45M
3
+$2.94M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.69%
2 Financials 11.51%
3 Healthcare 5.78%
4 Energy 5.05%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.94M 6.92%
+19,746
2
$3.45M 4.82%
+14,862
3
$2.94M 4.12%
+5,754
4
$2.2M 3.08%
+27,814
5
$2.18M 3.05%
+4,803
6
$2.04M 2.86%
+3
7
$1.97M 2.75%
+4,794
8
$1.9M 2.66%
+18,582
9
$1.73M 2.43%
+12,917
10
$1.73M 2.43%
+3,218
11
$1.65M 2.31%
+6,869
12
$1.63M 2.29%
+8,630
13
$1.39M 1.95%
+8,265
14
$1.37M 1.91%
+5,700
15
$1.35M 1.88%
+3,194
16
$1.31M 1.83%
+9,030
17
$1.23M 1.73%
+45,203
18
$1.21M 1.7%
+1,324
19
$1.21M 1.7%
+28,915
20
$1.13M 1.58%
+10,260
21
$1.1M 1.54%
+6,607
22
$879K 1.23%
+3,999
23
$859K 1.2%
+9,508
24
$845K 1.18%
+5,038
25
$825K 1.16%
+17,655
1
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