BHWM

Bar Harbor Wealth Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 20.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$742M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$2.67M
3
+$2.64M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.1M

Top Sells

1
+$2.34M
2
+$1.48M
3
+$1.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.15M
5
TSM icon
TSMC
TSM
+$862K

Sector Composition

1 Healthcare 14.91%
2 Technology 12.04%
3 Consumer Staples 8.84%
4 Industrials 6.88%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
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