BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+5.38%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+9.8%)
Cap. Flow
+$4.74M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
38.07%
Holding
123
New
14
Increased
51
Reduced
34
Closed
3
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$890K |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$280K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$229K |
| 4 |
JPMorgan Chase
JPM
|
$144K |
| 5 |
GE Aerospace
GE
|
$129K |
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Healthcare | 2.14% |
| 3 | Consumer Staples | 1.71% |
| 4 | Industrials | 1.55% |
| 5 | Communication Services | 1.46% |
