BDPWM

Barnes Dennig Private Wealth Management Portfolio holdings

AUM $83.5M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$5.12M
2 +$4.3M
3 +$4.02M
4
SCHW icon
Charles Schwab
SCHW
+$3.66M
5
AAPL icon
Apple
AAPL
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 20.3%
2 Financials 17.28%
3 Technology 16.94%
4 Industrials 16.29%
5 Consumer Discretionary 6.19%