BWM

BerganKDV Wealth Management Portfolio holdings

AUM $1,000M
1-Year Est. Return 9.95%
This Quarter Est. Return
1 Year Est. Return
+9.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Sells

1 +$2.76M
2 +$2.68M
3 +$1.72M
4
THC icon
Tenet Healthcare
THC
+$1.48M
5
KHC icon
Kraft Heinz
KHC
+$1.34M

Sector Composition

1 Financials 5.46%
2 Technology 4.38%
3 Industrials 4.28%
4 Healthcare 3.91%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$0 ﹤0.01%
+14
652
-21,639
653
$0 ﹤0.01%
+13
654
0
655
$0 ﹤0.01%
+5
656
$0 ﹤0.01%
+4
657
$0 ﹤0.01%
+10
658
$0 ﹤0.01%
+30
659
$0 ﹤0.01%
+16
660
-67,114