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
$742M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.48M
3
+$2.22M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Top Sells

1
+$2.13M
2
+$1.24M
3
+$1.06M
4
TSM icon
TSMC
TSM
+$862K
5
BA icon
Boeing
BA
+$808K

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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