BWM

BKM Wealth Management Portfolio holdings

AUM $274M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
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
+$673M
2
+$413M
3
+$269M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$61.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14M

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
276
$41.4K 0.02%
+290
277
$41.2K 0.02%
+1,270
278
$41.1K 0.02%
+250
279
$40.6K 0.02%
+2,190
280
$40.6K 0.02%
+630
281
$40.3K 0.02%
+1,006
282
$40K 0.02%
+1,035
283
$39.7K 0.02%
+310
284
$39.4K 0.02%
+215
285
$39.3K 0.02%
+645
286
$39.2K 0.02%
+434
287
$37.9K 0.02%
+1,740
288
$37.6K 0.02%
+698
289
$37.4K 0.02%
+182
290
$37.1K 0.02%
+225
291
$36.9K 0.02%
+1,790
292
$36.9K 0.02%
+2,370
293
$36.5K 0.02%
+287
294
$36.2K 0.02%
+299
295
$35.8K 0.02%
+973
296
$35.5K 0.02%
+1,137
297
$35.1K 0.02%
+1,198
298
$34.9K 0.01%
+585
299
$34.7K 0.01%
+578
300
$33.9K 0.01%
+129
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