BWM

BKM Wealth Management Portfolio holdings

AUM $274M
1-Year Est. Return 19.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.7M
3
+$2.4M
4
BCS icon
Barclays
BCS
+$660K
5
NGG icon
National Grid
NGG
+$574K

Top Sells

1
+$4.26M
2
+$2.32M
3
+$1.79M
4
AAPL icon
Apple
AAPL
+$787K
5
HSBC icon
HSBC
HSBC
+$665K

Sector Composition

1 Technology 16.83%
2 Financials 7.08%
3 Industrials 5.51%
4 Healthcare 4.19%
5 Consumer Staples 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.66M 0.61%
20,336
+1,893
52
$1.66M 0.61%
21,959
-932
53
$1.58M 0.58%
1,661
+20
54
$1.53M 0.56%
67,833
+3,165
55
$1.49M 0.55%
10,609
-488
56
$1.48M 0.54%
9,611
+91
57
$1.44M 0.53%
8,242
+367
58
$1.38M 0.51%
51,892
+745
59
$1.35M 0.5%
79,370
+3,413
60
$1.3M 0.48%
6,767
-86
61
$1.23M 0.45%
1,272
-88
62
$1.22M 0.45%
12,821
+515
63
$1.2M 0.44%
20,267
+1,424
64
$1.19M 0.44%
11,704
-700
65
$1.16M 0.43%
3,965
+144
66
$1.16M 0.43%
7,954
-783
67
$1.16M 0.43%
30,361
+1,825
68
$1.13M 0.42%
5,407
+361
69
$1.11M 0.41%
3,992
-949
70
$1.1M 0.4%
5,876
+131
71
$1.08M 0.4%
2,153
+12
72
$1.01M 0.37%
3,388
+179
73
$941K 0.35%
25,315
-108
74
$940K 0.35%
1,411
-174
75
$908K 0.33%
2,621
1 2
3
4 5