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
426
$14.1K 0.01%
+2,000
427
$14.1K 0.01%
+148
428
$13.9K 0.01%
+291
429
$13.9K 0.01%
+500
430
$13.7K 0.01%
+58
431
$13.7K 0.01%
+203
432
$13.7K 0.01%
+150
433
$13.5K 0.01%
+60
434
$13.4K 0.01%
+58
435
$12.9K 0.01%
+729
436
$12.6K 0.01%
+27
437
$12.6K 0.01%
+349
438
$12.6K 0.01%
+258
439
$12.5K 0.01%
+97
440
$12.4K 0.01%
+115
441
$11.9K 0.01%
+470
442
$11.7K 0.01%
+625
443
$11.6K 0.01%
+229
444
$11.6K ﹤0.01%
+259
445
$11.5K ﹤0.01%
+114
446
$11K ﹤0.01%
+27
447
$10.9K ﹤0.01%
+301
448
$10.8K ﹤0.01%
+400
449
$10.6K ﹤0.01%
+66
450
$10.4K ﹤0.01%
+400