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
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%
+128
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%
+30
372
$21.1K 0.01%
+107
373
$21K 0.01%
+1,028
374
$21K 0.01%
+201
375
$20.9K 0.01%
+112