BWM

Birchcreek Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 13.31%
This Quarter Est. Return
1 Year Est. Return
+13.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Consumer Staples 2.84%
3 Healthcare 2.65%
4 Industrials 2.39%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$22K 0.02%
+1,300
302
$22K 0.02%
+2,700
303
$21K 0.02%
+500
304
$21K 0.02%
+522
305
$21K 0.02%
+83
306
$21K 0.02%
+130
307
$21K 0.02%
+2,696
308
$20K 0.02%
+180
309
$20K 0.02%
+94