BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
-2.73%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+3%)
Cap. Flow
+$8.35M
Cap. Flow
% of AUM
5.66%
Top 10 Holdings %
Top 10 Hldgs %
38.39%
Holding
140
New
9
Increased
61
Reduced
49
Closed
9
Top Buys
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$1.41M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$1.41M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.14M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.05M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$1.03M |
Top Sells
Sector Composition
| 1 | Technology | 7.45% |
| 2 | Healthcare | 2.31% |
| 3 | Consumer Staples | 2.06% |
| 4 | Consumer Discretionary | 1.64% |
| 5 | Industrials | 1.47% |
