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
676
$6K ﹤0.01%
605
677
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7
678
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195
+2
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14
680
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132
681
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683
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-4
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142
685
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552
686
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200
687
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44
-100
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$5K ﹤0.01%
32
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36
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691
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+100
692
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695
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696
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37
697
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130
698
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108
699
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100
700
$5K ﹤0.01%
74