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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
76
$420K 0.22%
1,265
-23
77
$419K 0.22%
1,613
+320
78
$414K 0.21%
2,844
-1,043
79
$403K 0.21%
+11,100
80
$378K 0.2%
6,570
81
$375K 0.19%
5,565
+125
82
$375K 0.19%
1,619
-196
83
$374K 0.19%
1,828
+312
84
$374K 0.19%
4,452
+71
85
$367K 0.19%
1,460
-135
86
$364K 0.19%
1,197
87
$340K 0.18%
995
+10
88
$329K 0.17%
2,508
-300
89
$326K 0.17%
2,238
+54
90
$311K 0.16%
25,283
91
$307K 0.16%
2,848
+523
92
$297K 0.15%
5,355
-72
93
$290K 0.15%
383
-4
94
$275K 0.14%
3,005
+162
95
$271K 0.14%
1,878
96
$270K 0.14%
1,352
97
$264K 0.14%
+1,580
98
$264K 0.14%
742
99
$259K 0.13%
800
-250
100
$251K 0.13%
3,307
1 2 3
4
5