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
$159M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$2.38M
2 +$628K
3 +$393K
4
ACN icon
Accenture
ACN
+$366K
5
NVDA icon
NVIDIA
NVDA
+$298K

Sector Composition

1 Technology 10.01%
2 Financials 3.19%
3 Consumer Discretionary 3.18%
4 Healthcare 2.68%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,133
127
-462
128
-490
129
-2,730
130
-2,836