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
576
$1.25K ﹤0.01%
+20
577
$1.17K ﹤0.01%
+450
578
$1.17K ﹤0.01%
+28
579
$1.02K ﹤0.01%
+18
580
$1.01K ﹤0.01%
+52
581
$758 ﹤0.01%
+13
582
$745 ﹤0.01%
+10
583
$658 ﹤0.01%
+7
584
$653 ﹤0.01%
+9
585
$572 ﹤0.01%
+16
586
$391 ﹤0.01%
+10
587
$366 ﹤0.01%
+10
588
$330 ﹤0.01%
+10
589
$309 ﹤0.01%
+4
590
$292 ﹤0.01%
+12
591
$289 ﹤0.01%
+6
592
$252 ﹤0.01%
+22
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