BWM
BankPlus Wealth Management Portfolio holdings
AUM
$151M
1 Year Est. Return
–
AUM
$151M
AUM Growth
+$14.6M
(+11%)
Holding
102
Top Buys
| 1 | +$1.08M | |
| 2 | +$1.02M | |
| 3 | +$873K | |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$487K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$425K |
Top Sells
| 1 | +$1.39M | |
| 2 | +$649K | |
| 3 | +$231K | |
| 4 |
UnitedHealth
UNH
|
+$204K |
| 5 |
Becton Dickinson
BDX
|
+$87.7K |
Sector Composition
| 1 | Technology | 11.2% |
| 2 | Financials | 4.63% |
| 3 | Healthcare | 3.61% |
| 4 | Industrials | 2.87% |
| 5 | Consumer Staples | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Rivian
RIVN
$15.8B
| $171K | 0.11% |
12,421
|
|
||
|
102
UnitedHealth
UNH
$328B
| – | – |
-390
|
|