BWM
Birchcreek Wealth Management Portfolio holdings
AUM $158M
AUM
$158M
AUM Growth
-$774K (-0.5%)
Cap. Flow
+$6.2M
Cap. Flow % of AUM
3.92%
Top 10 Holdings %Top 10 Hldgs %
54.23%
Holding
126
New
5
Increased
40
Reduced
50
Closed
11
Top Buys
| 1 | $1.42M | |
| 2 | $1.27M | |
| 3 | $1.17M | |
| 4 | $625K | |
| 5 | $568K |
Top Sells
| 1 | $194K | |
| 2 | $126K | |
| 3 | $124K | |
| 4 | $122K | |
| 5 | $118K |
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Consumer Discretionary | 2.84% |
| 3 | Financials | 2.81% |
| 4 | Healthcare | 2.6% |
| 5 | Consumer Staples | 2.15% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,659 | Closed | – |
