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
351
$23.8K 0.01%
+360
352
$23.5K 0.01%
+344
353
$23.5K 0.01%
+41
354
$23.4K 0.01%
+1,360
355
$23K 0.01%
+256
356
$23K 0.01%
+304
357
$22.9K 0.01%
+83
358
$22.7K 0.01%
+16
359
$22.7K 0.01%
+352
360
$22.7K 0.01%
+38
361
$22.6K 0.01%
+270
362
$22.4K 0.01%
+401
363
$22.4K 0.01%
+68
364
$22.1K 0.01%
+1,000
365
$21.9K 0.01%
+400
366
$21.7K 0.01%
+300
367
$21.7K 0.01%
+200
368
$21.6K 0.01%
+283
369
$21.3K 0.01%
+56
370
$21.3K 0.01%
+536
371
$21.2K 0.01%
+150
372
$21.1K 0.01%
+107
373
$21K 0.01%
+1,028
374
$21K 0.01%
+201
375
$20.9K 0.01%
+112
13 14
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