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
476
$7.74K ﹤0.01%
+100
477
$7.47K ﹤0.01%
+113
478
$7.42K ﹤0.01%
+140
479
$7.37K ﹤0.01%
+130
480
$7.37K ﹤0.01%
+230
481
$7.3K ﹤0.01%
+400
482
$7.29K ﹤0.01%
+260
483
$7.18K ﹤0.01%
+4,300
484
$7.17K ﹤0.01%
+30
485
$7.16K ﹤0.01%
+175
486
$7.09K ﹤0.01%
+61
487
$6.9K ﹤0.01%
+296
488
$6.87K ﹤0.01%
+136
489
$6.84K ﹤0.01%
+134
490
$6.79K ﹤0.01%
+476
491
$6.7K ﹤0.01%
+128
492
$6.68K ﹤0.01%
+60
493
$6.55K ﹤0.01%
+220
494
$6.51K ﹤0.01%
+1,572
495
$6.46K ﹤0.01%
+200
496
$6.39K ﹤0.01%
+400
497
$6.36K ﹤0.01%
+245
498
$6.34K ﹤0.01%
+400
499
$6.33K ﹤0.01%
+72
500
$6.09K ﹤0.01%
+200
18 19
20
21 22