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
$107M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.09M
3
+$842K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$810K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$233K

Top Sells

1
+$617K
2
+$297K
3
+$228K
4
MU icon
Micron Technology
MU
+$214K
5
GE icon
GE Aerospace
GE
+$207K

Sector Composition

1 Technology 7.3%
2 Healthcare 1.89%
3 Consumer Staples 1.67%
4 Industrials 1.28%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.97%
6,737
+25
27
$999K 0.93%
5,317
+47
28
$991K 0.92%
12,343
+71
29
$985K 0.92%
2,287
-9
30
$976K 0.91%
8,939
+135
31
$963K 0.9%
18,567
+2,095
32
$929K 0.87%
35,023
-23,254
33
$842K 0.79%
4,698
+75
34
$841K 0.78%
8,137
+78
35
$838K 0.78%
5,186
36
$824K 0.77%
15,465
37
$780K 0.73%
4,763
+42
38
$746K 0.7%
8,565
39
$744K 0.69%
12,386
+602
40
$707K 0.66%
39,333
+5,625
41
$678K 0.63%
13,332
+1,514
42
$672K 0.63%
12,765
+185
43
$670K 0.62%
32,320
+480
44
$660K 0.62%
21,698
+285
45
$657K 0.61%
23,172
+220
46
$649K 0.61%
2,922
-51
47
$638K 0.6%
3,556
-70
48
$608K 0.57%
5,968
-209
49
$545K 0.51%
10,471
-85
50
$536K 0.5%
2,450
-45
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2
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