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
326
$28.8K 0.01%
+566
327
$28.4K 0.01%
+58
328
$28.4K 0.01%
+2,000
329
$28.3K 0.01%
+117
330
$28.1K 0.01%
+150
331
$27.9K 0.01%
+139
332
$27.9K 0.01%
+229
333
$27.8K 0.01%
+215
334
$27.7K 0.01%
+435
335
$27.7K 0.01%
+1,000
336
$27.4K 0.01%
+177
337
$27.4K 0.01%
+572
338
$27.4K 0.01%
+500
339
$27.1K 0.01%
+301
340
$26.7K 0.01%
+567
341
$26.2K 0.01%
+58
342
$26K 0.01%
+200
343
$25.9K 0.01%
+200
344
$25.8K 0.01%
+597
345
$25.4K 0.01%
+104
346
$25.3K 0.01%
+150
347
$25.1K 0.01%
+457
348
$24.7K 0.01%
+85
349
$24.4K 0.01%
+225
350
$23.8K 0.01%
+154