BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
1-Year Est. Return
13.31%
1 Year Est. Return
+13.31%
AUM
$158M
AUM Growth
-$774K
(-0.49%)
Holding
126
Top Buys
| 1 | +$1.42M | |
| 2 | +$1.27M | |
| 3 | +$1.17M | |
| 4 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$625K |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$568K |
Top Sells
| 1 | +$347K | |
| 2 | +$262K | |
| 3 | +$227K | |
| 4 |
US Bancorp
USB
|
+$223K |
| 5 |
T-Mobile US
TMUS
|
+$220K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
US Bancorp
USB
$75.1B
| – | – |
-4,659
|
|