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
401
$17.4K 0.01%
+118
402
$17.2K 0.01%
+415
403
$17.1K 0.01%
+258
404
$17K 0.01%
+400
405
$16.9K 0.01%
+400
406
$16.6K 0.01%
+114
407
$16.3K 0.01%
+100
408
$16K 0.01%
+102
409
$16K 0.01%
+51
410
$15.7K 0.01%
+200
411
$15.6K 0.01%
+244
412
$15.4K 0.01%
+80
413
$15.4K 0.01%
+36
414
$15.2K 0.01%
+100
415
$15K 0.01%
+760
416
$14.9K 0.01%
+172
417
$14.8K 0.01%
+200
418
$14.7K 0.01%
+525
419
$14.6K 0.01%
+300
420
$14.6K 0.01%
+389
421
$14.5K 0.01%
+44
422
$14.5K 0.01%
+97
423
$14.3K 0.01%
+240
424
$14.2K 0.01%
+450
425
$14.2K 0.01%
+42