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 Buys

1
+$5.97M
2
+$3.97M
3
+$3.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.33M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.32M

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
176
$69K 0.07%
+2,560
177
$69K 0.07%
+521
178
$69K 0.07%
+1,478
179
$69K 0.07%
+476
180
$69K 0.07%
+956
181
$68K 0.07%
+572
182
$67K 0.07%
+230
183
$67K 0.07%
+179
184
$67K 0.07%
+500
185
$66K 0.06%
+475
186
$65K 0.06%
+1,560
187
$64K 0.06%
+240
188
$64K 0.06%
+192
189
$63K 0.06%
+234
190
$63K 0.06%
+300
191
$62K 0.06%
+1,000
192
$62K 0.06%
+385
193
$62K 0.06%
+929
194
$61K 0.06%
+900
195
$60K 0.06%
+902
196
$59K 0.06%
+1,408
197
$59K 0.06%
+83
198
$59K 0.06%
+1,995
199
$59K 0.06%
+800
200
$58K 0.06%
+670
6 7
8
9 10