BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
1-Year Return
13.31%
This Quarter Return
+4.35%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$94.5M
AUM Growth
-$7.42M
(-7.3%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-11.36%
Top 10 Holdings %
Top 10 Hldgs %
37.81%
Holding
315
New
6
Increased
42
Reduced
45
Closed
206
Top Buys
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.07M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.38M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$1.3M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$977K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$819K |
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Consumer Staples | 1.86% |
| 3 | Industrials | 1.56% |
| 4 | Healthcare | 1.42% |
| 5 | Communication Services | 1.24% |
