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
$843M
AUM Growth
+$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 5.93%
2 Technology 5.24%
3 Financials 4.98%
4 Healthcare 4.92%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8K ﹤0.01%
105
+1
652
$8K ﹤0.01%
2
653
$8K ﹤0.01%
33
654
$7K ﹤0.01%
352
655
$7K ﹤0.01%
47
656
$7K ﹤0.01%
91
657
$7K ﹤0.01%
114
658
$7K ﹤0.01%
+50
659
$7K ﹤0.01%
148
660
$7K ﹤0.01%
145
661
$7K ﹤0.01%
34
662
$7K ﹤0.01%
18
663
$7K ﹤0.01%
191
664
$7K ﹤0.01%
48
665
$7K ﹤0.01%
11
666
$7K ﹤0.01%
19
667
$7K ﹤0.01%
39
668
$6K ﹤0.01%
+100
669
$6K ﹤0.01%
73
670
$6K ﹤0.01%
30
671
$6K ﹤0.01%
+50
672
$6K ﹤0.01%
83
673
$6K ﹤0.01%
141
-3,405
674
$6K ﹤0.01%
+300
675
$6K ﹤0.01%
15