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
51
$526K 0.49%
12,559
+1,130
52
$494K 0.46%
3,285
53
$491K 0.46%
14,968
+3,238
54
$472K 0.44%
7,387
-117
55
$453K 0.42%
4,468
-52
56
$446K 0.42%
5,446
+933
57
$432K 0.4%
1,200
58
$432K 0.4%
8,358
+1,402
59
$426K 0.4%
4,879
-286
60
$420K 0.39%
5,751
61
$414K 0.39%
25,874
-149
62
$409K 0.38%
8,109
63
$407K 0.38%
2,480
+280
64
$407K 0.38%
12,636
+4,317
65
$402K 0.38%
1,698
66
$394K 0.37%
7,294
+260
67
$387K 0.36%
4,175
68
$378K 0.35%
26,235
+3,769
69
$364K 0.34%
4,263
+83
70
$346K 0.32%
2,600
71
$329K 0.31%
1,207
-296
72
$328K 0.31%
1,000
-34
73
$324K 0.3%
4,385
-77
74
$322K 0.3%
3,163
-153
75
$322K 0.3%
900
1 2
3
4 5