BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
-0.32%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+3.3%)
Cap. Flow
+$4.32M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
39.04%
Holding
122
New
2
Increased
52
Reduced
32
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.37M |
| 2 |
iShares Gold Trust
IAU
|
$1.09M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$842K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$810K |
| 5 |
NVIDIA
NVDA
|
$505K |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$617K |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$297K |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$228K |
| 4 |
Micron Technology
MU
|
$214K |
| 5 |
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% |
