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
251
$54.7K 0.02%
+570
252
$54.3K 0.02%
+341
253
$54.1K 0.02%
+1,151
254
$53.5K 0.02%
+2,355
255
$49.4K 0.02%
+1,000
256
$49.4K 0.02%
+635
257
$48.7K 0.02%
+4,000
258
$48.4K 0.02%
+328
259
$48.2K 0.02%
+530
260
$47.9K 0.02%
+681
261
$47.8K 0.02%
+500
262
$47.8K 0.02%
+340
263
$47.1K 0.02%
+340
264
$46.7K 0.02%
+132
265
$45.7K 0.02%
+1,845
266
$45.5K 0.02%
+1,206
267
$45.3K 0.02%
+659
268
$44.8K 0.02%
+600
269
$44.5K 0.02%
+335
270
$44.5K 0.02%
+1,150
271
$44.3K 0.02%
+615
272
$44.3K 0.02%
+1,696
273
$42.7K 0.02%
+415
274
$42.5K 0.02%
+823
275
$42K 0.02%
+574
9 10
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