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
51
$1.25M 0.53%
+23,826
52
$1.24M 0.53%
+5,487
53
$1.24M 0.53%
+4,766
54
$1.23M 0.52%
+10,319
55
$1.19M 0.51%
+2,510
56
$1.17M 0.5%
+2,460
57
$1.15M 0.49%
+4,211
58
$1.15M 0.49%
+6,029
59
$1.1M 0.47%
+5,214
60
$1.07M 0.46%
+44,541
61
$1.03M 0.44%
+23,594
62
$1.02M 0.44%
+46,440
63
$1.02M 0.43%
+4,176
64
$1M 0.43%
+9,235
65
$979K 0.42%
+16,114
66
$942K 0.4%
+6,617
67
$941K 0.4%
+11,421
68
$915K 0.39%
+1,104
69
$913K 0.39%
+9,379
70
$897K 0.38%
+10,074
71
$883K 0.38%
+6,091
72
$874K 0.37%
+17,409
73
$872K 0.37%
+8,784
74
$762K 0.32%
+9,051
75
$761K 0.32%
+7,025
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3
4 5