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
451
$10.4K ﹤0.01%
+45
452
$10.3K ﹤0.01%
+4
453
$10.3K ﹤0.01%
+70
454
$10.1K ﹤0.01%
+165
455
$10.1K ﹤0.01%
+19
456
$9.92K ﹤0.01%
+485
457
$9.53K ﹤0.01%
+137
458
$9.35K ﹤0.01%
+2,500
459
$8.96K ﹤0.01%
+19
460
$8.95K ﹤0.01%
+400
461
$8.81K ﹤0.01%
+1,070
462
$8.73K ﹤0.01%
+240
463
$8.64K ﹤0.01%
+113
464
$8.63K ﹤0.01%
+41
465
$8.54K ﹤0.01%
+160
466
$8.53K ﹤0.01%
+100
467
$8.53K ﹤0.01%
+200
468
$8.41K ﹤0.01%
+91
469
$8.27K ﹤0.01%
+440
470
$8.23K ﹤0.01%
+65
471
$8.19K ﹤0.01%
+36
472
$8.12K ﹤0.01%
+400
473
$8.04K ﹤0.01%
+35
474
$7.91K ﹤0.01%
+300
475
$7.75K ﹤0.01%
+35
17 18
19
20 21