BWM
BankPlus Wealth Management Portfolio holdings
AUM
$194M
1-Year Est. Return
13.98%
This Fund
S&P 500
1 Year Est. Return
+13.98%
AUM
$194M
AUM Growth
+$12.4M
(+6.8%)
Holding
126
Top Buys
| 1 | +$3.1M | |
| 2 | +$2.26M | |
| 3 | +$1.67M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$1.04M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$966K |
Top Sells
| 1 | +$615K | |
| 2 | +$474K | |
| 3 | +$459K | |
| 4 |
Enbridge
ENB
|
+$428K |
| 5 |
Abbott
ABT
|
+$339K |
Sector Composition
| 1 | Technology | 8.83% |
| 2 | Financials | 5.41% |
| 3 | Industrials | 3.38% |
| 4 | Healthcare | 2.88% |
| 5 | Consumer Discretionary | 1.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Accenture
ACN
$110B
| – | – |
-2,293
|
|