BWM
Bernard Wealth Management Portfolio holdings
AUM
$216M
This Quarter Return
+3.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$212M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.15%
Holding
320
New
320
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$32.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$29.9M |
| 3 |
Apple
AAPL
|
$23.2M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$10.1M |
| 5 |
Microsoft
MSFT
|
$9.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 35.76% |
| 2 | Financials | 5.22% |
| 3 | Healthcare | 5.13% |
| 4 | Consumer Discretionary | 4.99% |
| 5 | Communication Services | 2.92% |
