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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
101
$246K 0.13%
401
+7
102
$243K 0.13%
704
+17
103
$242K 0.13%
1,716
104
$239K 0.12%
488
105
$238K 0.12%
845
-101
106
$238K 0.12%
3,478
107
$235K 0.12%
2,803
108
$225K 0.12%
4,659
109
$221K 0.11%
1,435
-34
110
$221K 0.11%
+734
111
$218K 0.11%
+2,592
112
$215K 0.11%
+1,000
113
$212K 0.11%
+1,267
114
$207K 0.11%
+340
115
$201K 0.1%
439
116
– –
-417
117
– –
-1,558
118
– –
-540
119
– –
-287
120
– –
-540
121
– –
-1,038
122
– –
-1,056
1 2 3 4
5