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
526
$4.31K ﹤0.01%
+49
527
$4.13K ﹤0.01%
+245
528
$3.95K ﹤0.01%
+95
529
$3.94K ﹤0.01%
+100
530
$3.84K ﹤0.01%
+75
531
$3.76K ﹤0.01%
+20
532
$3.61K ﹤0.01%
+104
533
$3.48K ﹤0.01%
+135
534
$3.36K ﹤0.01%
+265
535
$3.36K ﹤0.01%
+52
536
$3.35K ﹤0.01%
+150
537
$3.2K ﹤0.01%
+70
538
$3.2K ﹤0.01%
+125
539
$3.11K ﹤0.01%
+150
540
$3.09K ﹤0.01%
+164
541
$3.04K ﹤0.01%
+96
542
$3.01K ﹤0.01%
+1,750
543
$2.98K ﹤0.01%
+12
544
$2.97K ﹤0.01%
+308
545
$2.88K ﹤0.01%
+100
546
$2.75K ﹤0.01%
+40
547
$2.71K ﹤0.01%
+8
548
$2.69K ﹤0.01%
+25
549
$2.69K ﹤0.01%
+128
550
$2.62K ﹤0.01%
+7
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