We are live on ! Find out more
BWM

BKM Wealth Management Portfolio holdings

AUM $274M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$1.3M
3
+$1.19M
4
UNH icon
UnitedHealth
UNH
+$675K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$519K

Top Sells

1
+$433M
2
+$6.21M
3
+$4.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Sector Composition

1 Technology 14.46%
2 Financials 6.66%
3 Industrials 6.57%
4 Healthcare 6.23%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-349
377
– –
-144
378
– –
-1,070
379
– –
-973
380
– –
-2,450
381
– –
-112
382
– –
-704
383
– –
-95
384
– –
-40
385
– –
-97
386
– –
-2,370
387
– –
-18
388
– –
-681
389
– –
-2,793
390
– –
-2,000
391
– –
-570
392
– –
-42
393
– –
-58
394
– –
-65
395
– –
-102
396
– –
-201
397
– –
-635
398
– –
-61
399
– –
-625
400
– –
-150
14 15
16
17 18