BW

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
1
$5.94M 5.63%
18,001
+3,605
2
$5.91M 5.6%
11,923
+4,336
3
$5.54M 5.24%
21,742
+791
4
$3.08M 2.92%
16,500
+5,181
5
$3.02M 2.86%
33,338
-48,046
6
$2.94M 2.79%
8,339
+5,508
7
$2.83M 2.68%
11,654
+1,000
8
$2.59M 2.46%
26,174
9
$2.43M 2.31%
19,322
10
$2.32M 2.19%
92,460
+26,490
11
$2.3M 2.18%
28,764
12
$2.22M 2.1%
4,281
+812
13
$2.17M 2.05%
7,705
+1,098
14
$2.13M 2.02%
6,751
+1,020
15
$1.63M 1.55%
6,605
16
$1.51M 1.43%
9,732
+1,162
17
$1.44M 1.36%
15,124
-550
18
$1.34M 1.27%
5,633
+2,460
19
$1.33M 1.26%
4,722
+601
20
$1.31M 1.24%
1,415
+21
21
$1.3M 1.23%
49,713
-7,563
22
$1.28M 1.21%
5,816
-240
23
$1.15M 1.09%
4,950
+1,269
24
$1.05M 1%
10,214
+1,337
25
$1.02M 0.97%
14,904
+5,141
1
2 3 4 5