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
$488M
AUM Growth
-$73.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1 +$9.7M
2 +$4.37M
3 +$2.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.36M
5
LMT icon
Lockheed Martin
LMT
+$1.91M

Sector Composition

1 Healthcare 6.39%
2 Industrials 5.64%
3 Technology 4.78%
4 Financials 4.52%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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