BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
-3.57%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(-1.6%)
Cap. Flow
+$2.58M
Cap. Flow
% of AUM
2.29%
Top 10 Holdings %
Top 10 Hldgs %
38.16%
Holding
123
New
4
Increased
48
Reduced
39
Closed
12
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$1.11M |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$358K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$354K |
| 4 |
Fidelity MSCI Materials Index ETF
FMAT
|
$340K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$326K |
Sector Composition
| 1 | Technology | 7.18% |
| 2 | Healthcare | 2.54% |
| 3 | Consumer Staples | 1.79% |
| 4 | Communication Services | 1.34% |
| 5 | Industrials | 1.3% |
