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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.8M
3
+$9.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.84M
5
AAPL icon
Apple
AAPL
+$8.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.79%
2 Financials 5.96%
3 Industrials 5.38%
4 Healthcare 5.23%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$757K 0.32%
+5,102
77
$744K 0.32%
+37,165
78
$728K 0.31%
+13,130
79
$717K 0.31%
+586,834
80
$715K 0.3%
+944
81
$701K 0.3%
+13,032
82
$672K 0.29%
+12,846
83
$668K 0.28%
+12,983
84
$666K 0.28%
+3,031
85
$657K 0.28%
+3,648
86
$656K 0.28%
+80,756
87
$654K 0.28%
+10,601
88
$650K 0.28%
+11,190
89
$644K 0.27%
+21,592
90
$627K 0.27%
+12,223
91
$606K 0.26%
+28,653
92
$580K 0.25%
+2,658
93
$566K 0.24%
+29,865
94
$560K 0.24%
+7,027
95
$552K 0.24%
+2,283
96
$535K 0.23%
+3,576
97
$526K 0.22%
+10,116
98
$506K 0.22%
+1,621
99
$505K 0.22%
+6,968
100
$500K 0.21%
+13,889
2 3
4
5 6