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
$243M
AUM Growth
-$875K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$390K
3
+$349K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$325K
5
AAPL icon
Apple
AAPL
+$291K

Top Sells

1
+$1.32M
2
+$997K
3
+$934K
4
UNH icon
UnitedHealth
UNH
+$784K
5
ING icon
ING
ING
+$549K

Sector Composition

1 Technology 16.25%
2 Financials 8.09%
3 Healthcare 5.87%
4 Consumer Staples 4.89%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.64%
7,382
+699
52
$1.53M 0.63%
63,063
+4,223
53
$1.52M 0.63%
13,878
+1,233
54
$1.5M 0.62%
1,520
+53
55
$1.47M 0.61%
65,470
+1,803
56
$1.44M 0.59%
8,751
+358
57
$1.43M 0.59%
5,189
-13
58
$1.37M 0.56%
16,480
+2,564
59
$1.24M 0.51%
7,709
+725
60
$1.13M 0.47%
2,131
-140
61
$1.13M 0.47%
21,462
+1,047
62
$1.02M 0.42%
11,285
+250
63
$987K 0.41%
6,775
+300
64
$955K 0.39%
10,191
+1,900
65
$933K 0.38%
42,121
-267
66
$929K 0.38%
36,604
-3,430
67
$918K 0.38%
3,753
+261
68
$915K 0.38%
2,621
+1,000
69
$897K 0.37%
12,636
-242
70
$897K 0.37%
4,814
+448
71
$885K 0.36%
13,046
+1,617
72
$867K 0.36%
14,094
+1,407
73
$856K 0.35%
23,187
-323
74
$847K 0.35%
1,513
-60
75
$840K 0.35%
26,275
+2,719
1 2
3
4 5