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
$178M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.05M
2 +$937K
3 +$927K
4
VUG icon
Vanguard Growth ETF
VUG
+$889K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$858K

Sector Composition

1 Technology 9.37%
2 Healthcare 2.81%
3 Consumer Discretionary 2.27%
4 Financials 2.27%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,642