BWML
Bluebird Wealth Management LLC Portfolio holdings
AUM
$107M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$107M
AUM Growth
–
Holding
70
Top Buys
| 1 | +$5.73M | |
| 2 | +$4.59M | |
| 3 | +$3.98M | |
| 4 |
Microsoft
MSFT
|
+$3.71M |
| 5 |
Amazon
AMZN
|
+$3.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.12% |
| 2 | Financials | 19.88% |
| 3 | Consumer Discretionary | 12.99% |
| 4 | Communication Services | 11.11% |
| 5 | Healthcare | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Health Care ETF
VHT
$17.4B
| $777K | 0.73% |
+2,700
|
|
||
52
Snowflake
SNOW
$56.6B
| $753K | 0.7% |
+3,432
|
|
||
53
Vertiv
VRT
$69.8B
| $649K | 0.61% |
+4,008
|
|
||
54
Starbucks
SBUX
$110B
| $635K | 0.59% |
+7,543
|
|
||
55
Coinbase
COIN
$45.5B
| $611K | 0.57% |
+2,703
|
|
||
56
HubSpot
HUBS
$12.8B
| $579K | 0.54% |
+1,443
|
|
||
57
Teradyne
TER
$42.1B
| $573K | 0.54% |
+2,961
|
|
||
58
Rocket Companies
RKT
$56.3B
| $507K | 0.47% |
+26,210
|
|
||
59
RH
RH
$3.88B
| $494K | 0.46% |
+2,759
|
|
||
60
Vanguard Intermediate-Term Bond ETF
BIV
$27B
| $448K | 0.42% |
+5,758
|
|
||
61
Toast
TOST
$16.6B
| $406K | 0.38% |
+11,440
|
|
||
62
Nu Holdings
NU
$82.5B
| $406K | 0.38% |
+24,224
|
|
||
63
DraftKings
DKNG
$13.6B
| $369K | 0.34% |
+10,695
|
|
||
64
AT&T
T
$192B
| $279K | 0.26% |
+11,216
|
|
||
65
Waste Management
WM
$91.2B
| $249K | 0.23% |
+1,135
|
|
||
66
IBM
IBM
$270B
| $246K | 0.23% |
+830
|
|
||
67
Blackrock
BLK
$167B
| $239K | 0.22% |
+223
|
|
||
68
Exxon Mobil
XOM
$617B
| $227K | 0.21% |
+1,886
|
|
||
69
Vanguard FTSE All-World ex-US ETF
VEU
$57.6B
| $222K | 0.21% |
+3,024
|
|
||
70
Visa
V
$635B
| $215K | 0.2% |
+614
|
|