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
$233M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.35M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$657K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$445M
2
+$6.45M
3
+$4.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.39M
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
26
$2.11M 0.91%
117,788
-60,945
27
$2.08M 0.89%
4,469
+381
28
$2.04M 0.88%
17,951
+93
29
$2M 0.86%
10,123
+358
30
$1.99M 0.86%
11,770
-4,235
31
$1.98M 0.85%
7,381
+622
32
$1.97M 0.85%
5,690
+822
33
$1.91M 0.82%
7,655
+903
34
$1.86M 0.8%
10,635
+952
35
$1.84M 0.79%
21,409
+2,525
36
$1.81M 0.78%
31,214
-463
37
$1.8M 0.78%
82,103
+3,202
38
$1.78M 0.77%
5,171
-120
39
$1.74M 0.75%
9,129
+104
40
$1.69M 0.72%
5,928
+855
41
$1.66M 0.71%
26,102
-1,173
42
$1.61M 0.69%
6,318
+599
43
$1.59M 0.68%
5,636
+870
44
$1.57M 0.67%
31,432
+5,259
45
$1.51M 0.65%
5,830
+343
46
$1.44M 0.62%
16,653
+1,707
47
$1.44M 0.62%
11,696
+1,377
48
$1.41M 0.61%
17,162
-2,343
49
$1.41M 0.61%
1,923
-30
50
$1.38M 0.6%
23,015
-811
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