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
376
$20.8K 0.01%
+915
377
$20.8K 0.01%
+144
378
$20.7K 0.01%
+1,500
379
$20.5K 0.01%
+1,866
380
$20.2K 0.01%
+180
381
$19.7K 0.01%
+323
382
$19.6K 0.01%
+255
383
$19.4K 0.01%
+200
384
$19.1K 0.01%
+99
385
$19.1K 0.01%
+552
386
$19K 0.01%
+300
387
$18.8K 0.01%
+110
388
$18.6K 0.01%
+417
389
$18.5K 0.01%
+800
390
$18.5K 0.01%
+407
391
$18.4K 0.01%
+315
392
$18.2K 0.01%
+280
393
$18.1K 0.01%
+300
394
$18.1K 0.01%
+1,000
395
$18.1K 0.01%
+56
396
$18K 0.01%
+160
397
$17.8K 0.01%
+50
398
$17.8K 0.01%
+308
399
$17.7K 0.01%
+140
400
$17.6K 0.01%
+500