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
$208M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$861K
3
+$722K
4
WNS
WNS Holdings
WNS
+$560K
5
IAU icon
iShares Gold Trust
IAU
+$537K

Top Sells

1
+$6.97M
2
+$4.65M
3
+$1.34M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
MDT icon
Medtronic
MDT
+$1.06M

Sector Composition

1 Technology 10.53%
2 Financials 7.28%
3 Healthcare 5.89%
4 Consumer Staples 5.57%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1%
14,763
-1,301
27
$2.08M 1%
14,234
-239
28
$2.07M 0.99%
5,529
+358
29
$1.99M 0.96%
6,368
+440
30
$1.94M 0.93%
18,648
+697
31
$1.93M 0.93%
21,588
+179
32
$1.91M 0.92%
11,604
-166
33
$1.88M 0.91%
4,291
-178
34
$1.78M 0.85%
31,361
+147
35
$1.74M 0.84%
75,896
-6,207
36
$1.7M 0.82%
96,362
-21,426
37
$1.69M 0.81%
1,987
+64
38
$1.68M 0.81%
5,788
+152
39
$1.65M 0.79%
6,478
+648
40
$1.61M 0.77%
16,574
+3,205
41
$1.58M 0.76%
25,847
-255
42
$1.54M 0.74%
18,426
+1,773
43
$1.48M 0.71%
8,993
-1,642
44
$1.43M 0.69%
60,808
+5,744
45
$1.42M 0.68%
6,335
+472
46
$1.39M 0.67%
5,206
-11
47
$1.39M 0.67%
6,463
+145
48
$1.38M 0.66%
+3,083
49
$1.34M 0.64%
57,516
+8,021
50
$1.25M 0.6%
1,389
+189
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