BHWM

Bar Harbor Wealth Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$5.43M
2 +$4.05M
3 +$3.92M
4
ANET icon
Arista Networks
ANET
+$3.71M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.54M

Top Sells

1 +$8.29M
2 +$3.13M
3 +$2.43M
4
TPL icon
Texas Pacific Land
TPL
+$2.38M
5
AAPL icon
Apple
AAPL
+$2.19M

Sector Composition

1 Healthcare 13.41%
2 Technology 11.81%
3 Financials 9.53%
4 Industrials 6.98%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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2,265
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249
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250
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12,305