BWM
BerganKDV Wealth Management Portfolio holdings
AUM
$1,000M
This Quarter Return
+5.94%
1 Year Return
+9.95%
3 Year Return
+27.87%
5 Year Return
+37.92%
10 Year Return
–
AUM
$958M
AUM Growth
+$958M
(+8.6%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
36.42%
Holding
1,157
New
80
Increased
293
Reduced
244
Closed
69
Top Buys
| 1 |
iShares CMBS ETF
CMBS
|
$23M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.01M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.55M |
| 4 |
Medtronic
MDT
|
$2.06M |
| 5 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$1.76M |
Top Sells
Sector Composition
| 1 | Technology | 7.12% |
| 2 | Industrials | 5.39% |
| 3 | Healthcare | 5.31% |
| 4 | Financials | 4.93% |
| 5 | Consumer Staples | 3.32% |