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
$562M
AUM Growth
+$55.5M
(+11%)
Holding
1,002
Top Buys
| 1 | +$5.73M | |
| 2 | +$5.45M | |
| 3 | +$4.61M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.12M |
| 5 |
Trane Technologies
TT
|
+$3.52M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$1.88M | |
| 3 | +$1.49M | |
| 4 |
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
|
+$689K |
| 5 |
Invesco Bloomberg Pricing Power ETF
POWA
|
+$633K |
Sector Composition
| 1 | Industrials | 5.74% |
| 2 | Healthcare | 5.57% |
| 3 | Financials | 5.39% |
| 4 | Technology | 4.33% |
| 5 | Consumer Discretionary | 3.36% |