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
$208M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$861K
3
+$722K
4
WNS
WNS Holdings
WNS
+$560K
5
IAU icon
iShares Gold Trust
IAU
+$537K

Top Sells

1
+$6.97M
2
+$4.65M
3
+$1.34M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
MDT icon
Medtronic
MDT
+$1.06M

Sector Composition

1 Technology 10.53%
2 Financials 7.28%
3 Healthcare 5.89%
4 Consumer Staples 5.57%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$825K 0.4%
18,789
+12,215
77
$821K 0.39%
2,010
-836
78
$787K 0.38%
3,427
+312
79
$779K 0.37%
762
-130
80
$756K 0.36%
2,931
-2,027
81
$755K 0.36%
4,138
+417
82
$752K 0.36%
13,667
-38
83
$739K 0.36%
43,500
+7,725
84
$731K 0.35%
12,484
-10
85
$728K 0.35%
20,456
+3,276
86
$721K 0.35%
6,761
+13
87
$685K 0.33%
3,940
-414
88
$668K 0.32%
3,851
-1,230
89
$660K 0.32%
2,639
+280
90
$632K 0.3%
9,662
+475
91
$619K 0.3%
23,886
+7,176
92
$601K 0.29%
8,328
-117
93
$601K 0.29%
11,373
-313
94
$599K 0.29%
5,625
+328
95
$593K 0.29%
4,712
+363
96
$577K 0.28%
21,121
+1,030
97
$574K 0.28%
2,848
+235
98
$565K 0.27%
32,433
+5,081
99
$560K 0.27%
+10,674
100
$554K 0.27%
9,308
-4,419
2 3
4
5 6