BWM
Birchcreek Wealth Management Portfolio holdings
AUM
$177M
This Quarter Return
+9.98%
1 Year Return
+13.31%
3 Year Return
+54.18%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.78%
Holding
309
New
309
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
