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
76
$321K 0.3%
1,628
77
$313K 0.29%
6,334
-1,255
78
$308K 0.29%
6,081
+393
79
$307K 0.29%
15,033
+258
80
$305K 0.28%
1,886
-283
81
$303K 0.28%
1,312
82
$302K 0.28%
5,507
+1,742
83
$301K 0.28%
6,810
-113
84
$297K 0.28%
2,220
85
$296K 0.28%
1,750
86
$282K 0.26%
2,885
87
$269K 0.25%
2,735
+87
88
$269K 0.25%
1,325
+13
89
$264K 0.25%
1,123
-148
90
$263K 0.25%
8,414
-688
91
$261K 0.24%
1,334
92
$258K 0.24%
1,043
93
$254K 0.24%
5,023
+331
94
$253K 0.24%
1,542
-45
95
$249K 0.23%
4,237
96
$244K 0.23%
2,126
+2
97
$244K 0.23%
5,489
-256
98
$239K 0.22%
714
99
$236K 0.22%
6,078
100
$235K 0.22%
5,470
1 2 3
4
5