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
$1.07B
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$2.5M
3 +$1.96M
4
CMCSA icon
Comcast
CMCSA
+$1.73M
5
SBUX icon
Starbucks
SBUX
+$1.72M

Top Sells

1 +$2.47M
2 +$1.84M
3 +$1.71M
4
AAPL icon
Apple
AAPL
+$996K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$881K

Sector Composition

1 Healthcare 13.17%
2 Technology 11.99%
3 Consumer Staples 7.27%
4 Industrials 6.76%
5 Financials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-20,439
252
-2,050
253
-1,385
254
-3,427