BWMG
Bannerman Wealth Management Group Portfolio holdings
AUM
$130M
This Quarter Return
-1.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.42%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.28% |
| 2 | Technology | 1.11% |
| 3 | Industrials | 0.44% |
| 4 | Healthcare | 0.27% |
| 5 | Communication Services | 0.22% |
