BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
-11.21%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-1.3%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
10.28%
Top 10 Holdings %
Top 10 Hldgs %
37.26%
Holding
123
New
12
Increased
63
Reduced
30
Closed
9
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$1.4M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$1.29M |
| 3 |
Invesco QQQ Trust
QQQ
|
$905K |
| 4 |
Amazon
AMZN
|
$748K |
| 5 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$705K |
Top Sells
Sector Composition
| 1 | Technology | 6.32% |
| 2 | Healthcare | 3.15% |
| 3 | Consumer Staples | 2% |
| 4 | Consumer Discretionary | 1.58% |
| 5 | Industrials | 1.26% |
