BWM

BKM Wealth Management Portfolio holdings

AUM $271M
1-Year Est. Return 13.46%
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.8M
3
+$9.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.84M
5
AAPL icon
Apple
AAPL
+$8.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.79%
2 Financials 5.96%
3 Industrials 5.38%
4 Healthcare 5.23%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73.7K 0.03%
+2,450
227
$72.7K 0.03%
+406
228
$71.6K 0.03%
+1,156
229
$71.4K 0.03%
+1,791
230
$71.3K 0.03%
+114
231
$71.3K 0.03%
+418
232
$70.5K 0.03%
+743
233
$69.3K 0.03%
+896
234
$68.3K 0.03%
+2,380
235
$66.7K 0.03%
+1,318
236
$64.8K 0.03%
+400
237
$64.6K 0.03%
+1,602
238
$64.5K 0.03%
+3,700
239
$63K 0.03%
+143
240
$62.9K 0.03%
+3,182
241
$62.7K 0.03%
+606
242
$61.6K 0.03%
+525
243
$61.3K 0.03%
+2,936
244
$58.9K 0.03%
+648
245
$57.7K 0.02%
+399
246
$57K 0.02%
+565
247
$56.5K 0.02%
+1,094
248
$55.2K 0.02%
+1,422
249
$55.2K 0.02%
+1,105
250
$55.2K 0.02%
+1,591
8 9
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