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
$1.16B
AUM Growth
-$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Sells

1 +$3.65M
2 +$2.89M
3 +$2.39M
4
ELS icon
Equity Lifestyle Properties
ELS
+$1.14M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1M

Sector Composition

1 Healthcare 15.87%
2 Technology 10.61%
3 Industrials 7.73%
4 Financials 7.24%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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