BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+6.35%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+12%)
Cap. Flow
+$8.08M
Cap. Flow
% of AUM
6.39%
Top 10 Holdings %
Top 10 Hldgs %
34.75%
Holding
144
New
22
Increased
59
Reduced
40
Closed
15
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.83M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.2M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$1.19M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$694K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$581K |
Top Sells
Sector Composition
| 1 | Technology | 7.93% |
| 2 | Consumer Staples | 2.52% |
| 3 | Healthcare | 2.5% |
| 4 | Consumer Discretionary | 1.78% |
| 5 | Communication Services | 1.63% |
