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
$243M
AUM Growth
-$875K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$390K
3
+$349K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$325K
5
AAPL icon
Apple
AAPL
+$291K

Top Sells

1
+$1.32M
2
+$997K
3
+$934K
4
UNH icon
UnitedHealth
UNH
+$784K
5
ING icon
ING
ING
+$549K

Sector Composition

1 Technology 16.25%
2 Financials 8.09%
3 Healthcare 5.87%
4 Consumer Staples 4.89%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.05%
15,186
+948
27
$2.51M 1.03%
15,153
+629
28
$2.46M 1.01%
2,605
+412
29
$2.39M 0.98%
5,130
+118
30
$2.39M 0.98%
11,838
-110
31
$2.32M 0.96%
4,430
-1,497
32
$2.27M 0.93%
28,727
-302
33
$2.25M 0.93%
7,460
+671
34
$2.22M 0.92%
7,135
+119
35
$2.1M 0.86%
5,652
+204
36
$2.06M 0.85%
11,908
+308
37
$2.06M 0.85%
18,875
-305
38
$1.99M 0.82%
8,009
-123
39
$1.91M 0.79%
3,768
+504
40
$1.9M 0.78%
6,974
+678
41
$1.83M 0.75%
6,363
+525
42
$1.8M 0.74%
31,495
+708
43
$1.78M 0.73%
5,836
+690
44
$1.78M 0.73%
28,778
+636
45
$1.76M 0.73%
28,371
-1,352
46
$1.71M 0.7%
18,895
+547
47
$1.7M 0.7%
19,372
+2,552
48
$1.67M 0.69%
11,112
+1,822
49
$1.65M 0.68%
23,278
-594
50
$1.65M 0.68%
9,654
-396
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