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
451
– –
-35
452
– –
-500
453
– –
-160
454
– –
-435
455
– –
-1,520
456
– –
-100
457
– –
-172
458
– –
-1,422
459
– –
-118
460
– –
-400
461
– –
-1,790
462
– –
-106
463
– –
-165
464
– –
-1,137
465
– –
-68
466
– –
-68
467
– –
-91
468
– –
-400
469
– –
-62
470
– –
-2,368
471
– –
-800
472
– –
-400
473
– –
-255
474
– –
-25
475
– –
-4,278,236
17 18
19
20 21