BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+6.06%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+13%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
7.02%
Top 10 Holdings %
Top 10 Hldgs %
37.32%
Holding
143
New
14
Increased
60
Reduced
49
Closed
12
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.91M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$1.51M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.49M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.27M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$904K |
Top Sells
Sector Composition
| 1 | Technology | 8.15% |
| 2 | Healthcare | 2.35% |
| 3 | Consumer Staples | 2.33% |
| 4 | Consumer Discretionary | 2.03% |
| 5 | Communication Services | 1.52% |
