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
$233M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.35M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$657K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$445M
2
+$6.45M
3
+$4.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.39M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Sector Composition

1 Technology 14.46%
2 Financials 6.66%
3 Industrials 6.57%
4 Healthcare 6.23%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.59%
21,415
+5,301
52
$1.36M 0.58%
5,217
-1,069
53
$1.35M 0.58%
+31,441
54
$1.34M 0.58%
13,781
+4,730
55
$1.32M 0.57%
29,876
+71
56
$1.32M 0.57%
55,064
+10,523
57
$1.31M 0.56%
13,369
+4,585
58
$1.29M 0.56%
2,846
+386
59
$1.27M 0.55%
7,178
+561
60
$1.27M 0.55%
29,287
+5,693
61
$1.25M 0.54%
5,863
+649
62
$1.22M 0.53%
5,939
-90
63
$1.22M 0.53%
1,200
+96
64
$1.22M 0.52%
10,747
+1,368
65
$1.21M 0.52%
4,891
+715
66
$1.2M 0.52%
4,958
+747
67
$1.14M 0.49%
49,495
+3,055
68
$1.08M 0.46%
11,504
+2,269
69
$1.06M 0.45%
12,135
+714
70
$1.02M 0.44%
5,081
-21
71
$984K 0.42%
6,313
+222
72
$953K 0.41%
10,632
+558
73
$878K 0.38%
2,089
+1,320
74
$866K 0.37%
892
-52
75
$858K 0.37%
13,574
+591
1 2
3
4 5