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
$208M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$861K
3
+$722K
4
WNS
WNS Holdings
WNS
+$560K
5
IAU icon
iShares Gold Trust
IAU
+$537K

Top Sells

1
+$6.97M
2
+$4.65M
3
+$1.34M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
MDT icon
Medtronic
MDT
+$1.06M

Sector Composition

1 Technology 10.53%
2 Financials 7.28%
3 Healthcare 5.89%
4 Consumer Staples 5.57%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.59%
5,735
-204
52
$1.23M 0.59%
8,323
+1,145
53
$1.23M 0.59%
17,384
-4,031
54
$1.22M 0.59%
7,060
-2,069
55
$1.21M 0.58%
10,967
+220
56
$1.19M 0.57%
25,011
-6,421
57
$1.15M 0.55%
4,827
-2,828
58
$1.15M 0.55%
4,851
-2,530
59
$1.11M 0.53%
16,394
-6,621
60
$1.1M 0.53%
35,592
+5,716
61
$1.06M 0.51%
24,388
-7,053
62
$1.04M 0.5%
6,923
+610
63
$1.03M 0.5%
13,709
+2,205
64
$994K 0.48%
12,673
-4,489
65
$968K 0.47%
17,902
+4,786
66
$947K 0.46%
1,740
+191
67
$927K 0.45%
10,481
-151
68
$926K 0.45%
9,543
+1,162
69
$905K 0.44%
7,637
-4,059
70
$896K 0.43%
22,878
-6,409
71
$892K 0.43%
42,797
+3,536
72
$889K 0.43%
11,421
+9,276
73
$874K 0.42%
13,772
+198
74
$863K 0.42%
64,369
+11,359
75
$861K 0.41%
+4,964
1 2
3
4 5