BWM
Bernard Wealth Management Portfolio holdings
AUM
$216M
This Quarter Return
+14.66%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$11M
(+5.4%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-5.99%
Top 10 Holdings %
Top 10 Hldgs %
63.77%
Holding
408
New
15
Increased
34
Reduced
107
Closed
98
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.64M |
| 2 |
NVIDIA
NVDA
|
$1.76M |
| 3 |
JPMorgan Chase
JPM
|
$1.48M |
| 4 |
Caterpillar
CAT
|
$995K |
| 5 |
Apple
AAPL
|
$928K |
Sector Composition
| 1 | Technology | 33.86% |
| 2 | Financials | 7.27% |
| 3 | Healthcare | 4.61% |
| 4 | Consumer Discretionary | 4.39% |
| 5 | Communication Services | 2.74% |
