BWM

Birchcreek Wealth Management Portfolio holdings

AUM $177M
1-Year Est. Return 13.31%
This Quarter Est. Return
1 Year Est. Return
+13.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$879K
2 +$369K
3 +$332K
4
VAW icon
Vanguard Materials ETF
VAW
+$297K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$285K

Top Sells

1 +$929K
2 +$378K
3 +$313K
4
IBB icon
iShares Biotechnology ETF
IBB
+$305K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$254K

Sector Composition

1 Technology 8.38%
2 Healthcare 2.64%
3 Consumer Staples 1.85%
4 Industrials 1.47%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,886
127
-6,334
128
-4,070
129
-683