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
76
$822K 0.34%
49,401
-2,692
77
$797K 0.33%
10,617
+659
78
$796K 0.33%
1,201
+91
79
$784K 0.32%
11,708
+607
80
$761K 0.31%
3,024
+290
81
$757K 0.31%
10,336
+374
82
$731K 0.3%
6,989
-208
83
$716K 0.29%
23,217
-7,569
84
$690K 0.28%
12,022
-1,615
85
$685K 0.28%
11,747
-216
86
$682K 0.28%
7,834
+124
87
$677K 0.28%
2,523
-338
88
$660K 0.27%
3,507
+206
89
$659K 0.27%
15,773
+2,068
90
$657K 0.27%
3,957
-343
91
$626K 0.26%
9,392
+1,054
92
$624K 0.26%
21,991
+2,936
93
$616K 0.25%
5,685
-350
94
$612K 0.25%
4,622
+21
95
$601K 0.25%
10,350
96
$594K 0.24%
5,138
+312
97
$583K 0.24%
27,162
-437
98
$574K 0.24%
10,358
+813
99
$573K 0.24%
5,240
-7
100
$565K 0.23%
2,821
+72
2 3
4
5 6