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
$233M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.35M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$657K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$445M
2
+$6.45M
3
+$4.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.39M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Sector Composition

1 Technology 14.46%
2 Financials 6.66%
3 Industrials 6.57%
4 Healthcare 6.23%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$828K 0.36%
13,727
+2,537
77
$817K 0.35%
39,261
+2,096
78
$811K 0.35%
1,549
-961
79
$799K 0.34%
13,363
+2,762
80
$759K 0.33%
12,494
-636
81
$755K 0.32%
8,381
+1,354
82
$746K 0.32%
6,748
-277
83
$735K 0.32%
3,115
+84
84
$714K 0.31%
3,721
+73
85
$701K 0.3%
13,116
+270
86
$688K 0.3%
13,705
+4,114
87
$643K 0.28%
9,187
+2,219
88
$630K 0.27%
11,686
-537
89
$630K 0.27%
4,349
+773
90
$624K 0.27%
53,010
+15,014
91
$622K 0.27%
17,180
+3,291
92
$615K 0.26%
2,359
+76
93
$613K 0.26%
35,775
+5,910
94
$599K 0.26%
1,726
+105
95
$592K 0.25%
4,354
+528
96
$592K 0.25%
28,653
97
$576K 0.25%
20,091
-1,501
98
$566K 0.24%
8,445
+3,031
99
$563K 0.24%
6,385
+1,393
100
$556K 0.24%
9,574
-542
2 3
4
5 6