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
101
$234K 0.22%
3,125
+439
102
$233K 0.22%
1,751
103
$233K 0.22%
+1,375
104
$231K 0.22%
1,791
-19
105
$230K 0.21%
952
+7
106
$229K 0.21%
1,040
+200
107
$227K 0.21%
1,763
108
$226K 0.21%
2,524
-296
109
$223K 0.21%
2,281
-45
110
$219K 0.2%
2,692
+76
111
$219K 0.2%
6,012
112
$212K 0.2%
683
+38
113
$210K 0.2%
2,229
114
$210K 0.2%
8,090
115
$209K 0.19%
4,070
116
$161K 0.15%
10,991
117
$47K 0.04%
10,271
118
– –
-5,199
119
– –
-3,092
120
– –
-589
121
– –
-2,520
122
– –
-500
1 2 3 4
5