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
551
$2.6K ﹤0.01%
+299
552
$2.53K ﹤0.01%
+74
553
$2.51K ﹤0.01%
+10
554
$2.46K ﹤0.01%
+25
555
$2.29K ﹤0.01%
+102
556
$2.25K ﹤0.01%
+500
557
$2.13K ﹤0.01%
+38
558
$2.02K ﹤0.01%
+50
559
$1.98K ﹤0.01%
+45
560
$1.92K ﹤0.01%
+45
561
$1.91K ﹤0.01%
+300
562
$1.85K ﹤0.01%
+100
563
$1.84K ﹤0.01%
+30
564
$1.8K ﹤0.01%
+54
565
$1.76K ﹤0.01%
+45
566
$1.68K ﹤0.01%
+700
567
$1.61K ﹤0.01%
+300
568
$1.6K ﹤0.01%
+22
569
$1.56K ﹤0.01%
+19
570
$1.41K ﹤0.01%
+106
571
$1.35K ﹤0.01%
+6
572
$1.32K ﹤0.01%
+5
573
$1.3K ﹤0.01%
+53
574
$1.3K ﹤0.01%
+22
575
$1.26K ﹤0.01%
+100
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