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
201
$58K 0.06%
+700
202
$57K 0.06%
+1,429
203
$57K 0.06%
+1,200
204
$55K 0.05%
+667
205
$55K 0.05%
+762
206
$55K 0.05%
+545
207
$54K 0.05%
+200
208
$54K 0.05%
+152
209
$54K 0.05%
+450
210
$54K 0.05%
+800
211
$53K 0.05%
+2,500
212
$53K 0.05%
+350
213
$52K 0.05%
+438
214
$51K 0.05%
+1,921
215
$51K 0.05%
+236
216
$51K 0.05%
+230
217
$50K 0.05%
+1,697
218
$50K 0.05%
+1,000
219
$49K 0.05%
+1,645
220
$49K 0.05%
+302
221
$49K 0.05%
+903
222
$49K 0.05%
+1,035
223
$49K 0.05%
+812
224
$48K 0.05%
+1,974
225
$47K 0.05%
+10,271