BWM
BerganKDV Wealth Management Portfolio holdings
AUM
$1,000M
1-Year Return
9.95%
This Quarter Return
+3.13%
1 Year Return
+9.95%
3 Year Return
+27.87%
5 Year Return
+37.92%
10 Year Return
–
AUM
$234M
AUM Growth
+$67.3M
(+40%)
Cap. Flow
+$62.1M
Cap. Flow
% of AUM
26.53%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
140
New
9
Increased
79
Reduced
33
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 4.58% |
| 2 | Industrials | 4.48% |
| 3 | Financials | 4.1% |
| 4 | Consumer Staples | 3.49% |
| 5 | Healthcare | 3.3% |
