BWM

Base Wealth Management Portfolio holdings

AUM $186M
1-Year Est. Return 15.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$11.5M
3 +$8.78M
4
HCI icon
HCI Group
HCI
+$8.28M
5
HDV
iShares Core High Dividend ETF
HDV
+$7.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.99%
2 Technology 2.72%
3 Consumer Staples 1.55%
4 Industrials 0.86%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$71.9K 0.05%
+14,705
52
$42.9K 0.03%
+11,543