BWM
BerganKDV Wealth Management Portfolio holdings
AUM
$1,000M
1-Year Est. Return
9.95%
1 Year Est. Return
+9.95%
AUM
$234M
AUM Growth
+$67.3M
(+40%)
Holding
140
Top Buys
1 | +$10.7M | |
2 | +$9.56M | |
3 | +$8.9M | |
4 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
+$7.75M |
5 |
Invesco Bloomberg Pricing Power ETF
POWA
|
+$7.04M |
Top Sells
1 | +$2.44M | |
2 | +$2.34M | |
3 | +$1.38M | |
4 |
iShares US Healthcare Providers ETF
IHF
|
+$1.26M |
5 |
OIL
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
|
+$1.16M |
Sector Composition
1 | Energy | 4.58% |
2 | Industrials | 4.15% |
3 | Financials | 4.1% |
4 | Consumer Staples | 3.49% |
5 | Healthcare | 3.3% |