BWM
BerganKDV Wealth Management Portfolio holdings
AUM
$1,000M
1-Year Est. Return
9.95%
This Fund
S&P 500
1 Year Est. Return
+9.95%
AUM
$779M
AUM Growth
+$67.6M
(+9.5%)
Holding
1,011
Top Buys
| 1 | +$35.9M | |
| 2 | +$26.5M | |
| 3 | +$9.23M | |
| 4 |
iShares MBS ETF
MBB
|
+$4.24M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$3.62M |
Top Sells
| 1 | +$30.9M | |
| 2 | +$21.6M | |
| 3 | +$3.15M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$2.52M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$1.98M |
Sector Composition
| 1 | Industrials | 6.06% |
| 2 | Technology | 5.23% |
| 3 | Healthcare | 4.97% |
| 4 | Financials | 4.96% |
| 5 | Consumer Staples | 3.32% |