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
$244M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.12M
3
+$916K
4
AVGO icon
Broadcom
AVGO
+$757K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$559K

Top Sells

1
+$959K
2
+$952K
3
+$647K
4
IAU icon
iShares Gold Trust
IAU
+$553K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$417K

Sector Composition

1 Technology 17.15%
2 Financials 7.73%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.62%
5,202
+1
52
$1.51M 0.62%
5,146
-485
53
$1.41M 0.58%
5,838
+327
54
$1.41M 0.58%
9,290
-1,003
55
$1.41M 0.58%
6,683
+20
56
$1.38M 0.57%
58,840
+46
57
$1.37M 0.56%
8,393
+584
58
$1.36M 0.56%
63,667
+3,137
59
$1.2M 0.49%
13,916
+1,134
60
$1.13M 0.46%
6,984
-120
61
$1.06M 0.43%
20,415
+465
62
$1.03M 0.42%
2,271
+140
63
$997K 0.41%
10,926
-433
64
$983K 0.4%
11,035
+382
65
$949K 0.39%
52,093
-22,901
66
$934K 0.38%
6,912
-444
67
$928K 0.38%
42,388
+767
68
$922K 0.38%
1,573
-165
69
$906K 0.37%
12,878
-187
70
$903K 0.37%
6,475
+1,306
71
$886K 0.36%
3,492
-133
72
$882K 0.36%
23,510
+1,708
73
$865K 0.36%
4,366
-80
74
$849K 0.35%
4,300
-262
75
$847K 0.35%
40,034
+419
1 2
3
4 5