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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.44%
2 Energy 5.22%
3 Industrials 4.67%
4 Technology 4.06%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$224K 0.13%
+7,560
127
$213K 0.13%
+3,656
128
$93K 0.06%
+17,653
129
$88K 0.05%
+24,000
130
$72K 0.04%
+12,000
131
$60K 0.04%
+12,000