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
301
$33.7K 0.01%
+480
302
$33.5K 0.01%
+856
303
$32.8K 0.01%
+562
304
$32.7K 0.01%
+183
305
$32.6K 0.01%
+113
306
$32.5K 0.01%
+751
307
$32.5K 0.01%
+704
308
$32.5K 0.01%
+879
309
$32.3K 0.01%
+125
310
$31.9K 0.01%
+233
311
$31.7K 0.01%
+856
312
$31.7K 0.01%
+74
313
$31.6K 0.01%
+82
314
$31.5K 0.01%
+68
315
$31.3K 0.01%
+330
316
$31K 0.01%
+300
317
$30.6K 0.01%
+613
318
$30.2K 0.01%
+300
319
$30.2K 0.01%
+322
320
$29.7K 0.01%
+225
321
$29.5K 0.01%
+785
322
$29.4K 0.01%
+1,000
323
$29.1K 0.01%
+106
324
$29K 0.01%
+260
325
$29K 0.01%
+210