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BWM

Birchcreek Wealth Management Portfolio holdings

AUM $208M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.45M
3
+$1.29M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$734K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$517K

Top Sells

1
+$284K
2
+$237K
3
+$235K
4
AMP icon
Ameriprise Financial
AMP
+$223K
5
TXN icon
Texas Instruments
TXN
+$219K

Sector Composition

1 Technology 9.7%
2 Consumer Discretionary 2.75%
3 Financials 2.72%
4 Communication Services 2.15%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.75%
10,327
-94
27
$1.43M 0.74%
51,462
+7,151
28
$1.41M 0.73%
21,114
+2,063
29
$1.38M 0.71%
19,457
+115
30
$1.36M 0.7%
2,033
-70
31
$1.34M 0.69%
4,779
-305
32
$1.25M 0.65%
3,823
+118
33
$1.23M 0.64%
20,514
-317
34
$1.23M 0.63%
12,257
-730
35
$1.04M 0.54%
1,564
36
$1.04M 0.54%
2,069
37
$994K 0.51%
8,363
-107
38
$970K 0.5%
8,090
-580
39
$966K 0.5%
1,266
-281
40
$924K 0.48%
27,531
-215
41
$912K 0.47%
4,917
-248
42
$908K 0.47%
6,920
+195
43
$903K 0.47%
4,224
+257
44
$841K 0.43%
3,307
-117
45
$774K 0.4%
2,346
46
$764K 0.39%
17,102
+1,032
47
$737K 0.38%
10,152
48
$735K 0.38%
1,815
-32
49
$732K 0.38%
3,005
50
$691K 0.36%
4,152
-375
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2
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