BWM
BerganKDV Wealth Management Portfolio holdings
AUM
$1,000M
1-Year Return
9.95%
This Quarter Return
-1.05%
1 Year Return
+9.95%
3 Year Return
+27.87%
5 Year Return
+37.92%
10 Year Return
–
AUM
$882M
AUM Growth
+$39.6M
(+4.7%)
Cap. Flow
+$53M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
39.61%
Holding
1,122
New
107
Increased
337
Reduced
115
Closed
45
Top Buys
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$24.9M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$16.3M |
| 3 |
Apple
AAPL
|
+$10.9M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$7.84M |
| 5 |
Wells Fargo
WFC
|
+$2.29M |
Top Sells
Sector Composition
| 1 | Technology | 6.61% |
| 2 | Industrials | 5.4% |
| 3 | Financials | 5.23% |
| 4 | Healthcare | 5% |
| 5 | Consumer Staples | 3.27% |
