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BWM

Birchcreek Wealth Management Portfolio holdings

AUM $208M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.45M
3
+$1.29M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$734K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$517K

Top Sells

1
+$284K
2
+$237K
3
+$235K
4
AMP icon
Ameriprise Financial
AMP
+$223K
5
TXN icon
Texas Instruments
TXN
+$219K

Sector Composition

1 Technology 9.7%
2 Consumer Discretionary 2.75%
3 Financials 2.72%
4 Communication Services 2.15%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.35%
9,292
+178
52
$648K 0.33%
11,009
+163
53
$635K 0.33%
8,652
+160
54
$627K 0.32%
787
55
$607K 0.31%
826
-61
56
$596K 0.31%
3,667
57
$567K 0.29%
1,189
-125
58
$542K 0.28%
1,628
59
$537K 0.28%
4,767
-75
60
$531K 0.27%
4,215
-901
61
$528K 0.27%
5,119
62
$521K 0.27%
3,356
63
$518K 0.27%
1,227
-162
64
$513K 0.26%
11,758
+3,178
65
$513K 0.26%
8,090
66
$502K 0.26%
1,268
-160
67
$492K 0.25%
8,051
68
$476K 0.25%
3,349
+2
69
$466K 0.24%
1,049
+5
70
$464K 0.24%
1,646
-201
71
$453K 0.23%
2,213
-150
72
$450K 0.23%
3,635
73
$440K 0.23%
17,955
+590
74
$436K 0.23%
1,165
-111
75
$429K 0.22%
859
-14
1 2
3
4 5