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
$882M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$16.3M
3 +$10.9M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.84M
5
WFC icon
Wells Fargo
WFC
+$2.29M

Sector Composition

1 Technology 6.61%
2 Industrials 5.4%
3 Financials 5.23%
4 Healthcare 5%
5 Consumer Staples 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
+205
652
$9K ﹤0.01%
78
-305
653
$9K ﹤0.01%
202
+3
654
$9K ﹤0.01%
349
655
$9K ﹤0.01%
177
656
$9K ﹤0.01%
246
+4
657
$9K ﹤0.01%
24
658
$9K ﹤0.01%
191
659
$9K ﹤0.01%
396
+1
660
$9K ﹤0.01%
190
661
$9K ﹤0.01%
+64
662
$9K ﹤0.01%
200
663
$9K ﹤0.01%
140
+26
664
$9K ﹤0.01%
20
665
$9K ﹤0.01%
181
666
$9K ﹤0.01%
33
667
$9K ﹤0.01%
32
668
$9K ﹤0.01%
250
669
$8K ﹤0.01%
170
670
$8K ﹤0.01%
+275
671
$8K ﹤0.01%
312
672
$8K ﹤0.01%
39
673
$8K ﹤0.01%
119
+28
674
$8K ﹤0.01%
321
+7
675
$8K ﹤0.01%
19