BAWM
Bennett Associates Wealth Management Portfolio holdings
AUM
$130M
This Quarter Return
+8.2%
1 Year Return
+11.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.69% |
| 2 | Healthcare | 1.04% |
| 3 | Consumer Staples | 0.94% |
| 4 | Financials | 0.9% |
| 5 | Industrials | 0.83% |
