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
501
$6K ﹤0.01%
+104
502
$5.81K ﹤0.01%
+75
503
$5.7K ﹤0.01%
+39
504
$5.7K ﹤0.01%
+73
505
$5.69K ﹤0.01%
+75
506
$5.68K ﹤0.01%
+25
507
$5.67K ﹤0.01%
+158
508
$5.59K ﹤0.01%
+160
509
$5.43K ﹤0.01%
+40
510
$5.39K ﹤0.01%
+100
511
$5.27K ﹤0.01%
+6
512
$5.23K ﹤0.01%
+9
513
$5.15K ﹤0.01%
+32
514
$5.15K ﹤0.01%
+66
515
$5.09K ﹤0.01%
+18
516
$5.03K ﹤0.01%
+200
517
$4.88K ﹤0.01%
+323
518
$4.85K ﹤0.01%
+426
519
$4.63K ﹤0.01%
+570
520
$4.58K ﹤0.01%
+19
521
$4.58K ﹤0.01%
+60
522
$4.51K ﹤0.01%
+367
523
$4.49K ﹤0.01%
+232
524
$4.35K ﹤0.01%
+119
525
$4.33K ﹤0.01%
+150
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