BWM

Birchcreek Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 14.92%
This Quarter Est. Return
1 Year Est. Return
+14.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Consumer Staples 2.84%
3 Healthcare 2.65%
4 Industrials 2.39%
5 Communication Services 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$96K 0.09%
+1,925
152
$95K 0.09%
+5,853
153
$95K 0.09%
+450
154
$95K 0.09%
+844
155
$94K 0.09%
+440
156
$94K 0.09%
+267
157
$92K 0.09%
+1,200
158
$92K 0.09%
+1,299
159
$91K 0.09%
+500
160
$90K 0.09%
+1,574
161
$84K 0.08%
+699
162
$84K 0.08%
+385
163
$83K 0.08%
+1,100
164
$82K 0.08%
+480
165
$78K 0.08%
+251
166
$78K 0.08%
+1,657
167
$75K 0.07%
+4,149
168
$74K 0.07%
+525
169
$73K 0.07%
+4,996
170
$72K 0.07%
+1,000
171
$72K 0.07%
+913
172
$71K 0.07%
+837
173
$71K 0.07%
+320
174
$70K 0.07%
+1,256
175
$69K 0.07%
+802