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
26
$1.97M 0.84%
+17,858
27
$1.95M 0.83%
+12,448
28
$1.94M 0.83%
+9,765
29
$1.77M 0.75%
+6,759
30
$1.74M 0.74%
+31,677
31
$1.71M 0.73%
+4,868
32
$1.69M 0.72%
+1,644,982
33
$1.68M 0.72%
+4,088
34
$1.64M 0.7%
+5,291
35
$1.64M 0.7%
+9,683
36
$1.64M 0.7%
+19,505
37
$1.61M 0.69%
+78,901
38
$1.6M 0.68%
+27,275
39
$1.58M 0.67%
+10,612
40
$1.57M 0.67%
+6,752
41
$1.56M 0.66%
+18,884
42
$1.55M 0.66%
+39,333
43
$1.5M 0.64%
+29,805
44
$1.49M 0.64%
+6,286
45
$1.48M 0.63%
+9,025
46
$1.46M 0.62%
+5,073
47
$1.35M 0.58%
+5,719
48
$1.32M 0.56%
+26,173
49
$1.32M 0.56%
+14,946
50
$1.29M 0.55%
+1,953
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