BWM

BankPlus Wealth Management Portfolio holdings

AUM $170M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$34.2M
2 +$10.2M
3 +$6.36M
4
AAPL icon
Apple
AAPL
+$6.11M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.82%
2 Financials 4.85%
3 Healthcare 4.02%
4 Industrials 3.06%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.15%
+4,079
102
$201K 0.15%
+397
103
$200K 0.15%
+3,491
104
$165K 0.12%
+12,421