BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+7.28%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+4.2%)
Cap. Flow
-$2.11M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
33.66%
Holding
125
New
7
Increased
53
Reduced
36
Closed
3
Top Buys
| 1 |
Invesco RAFI Strategic US ETF
IUS
|
$317K |
| 2 |
Meta Platforms (Facebook)
META
|
$311K |
| 3 |
Vanguard Growth ETF
VUG
|
$292K |
| 4 |
Vanguard Materials ETF
VAW
|
$276K |
| 5 |
Lockheed Martin
LMT
|
$246K |
Top Sells
Sector Composition
| 1 | Technology | 6.05% |
| 2 | Healthcare | 3.33% |
| 3 | Consumer Staples | 2.39% |
| 4 | Communication Services | 1.81% |
| 5 | Consumer Discretionary | 1.7% |
