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
101
$465K 0.2%
+9,591
102
$422K 0.18%
+15,483
103
$409K 0.17%
+23,026
104
$408K 0.17%
+16,065
105
$398K 0.17%
+3,826
106
$395K 0.17%
+4,992
107
$392K 0.17%
+6,659
108
$392K 0.17%
+1,867
109
$386K 0.16%
+4,517
110
$385K 0.16%
+6,098
111
$377K 0.16%
+13,086
112
$372K 0.16%
+3,331
113
$368K 0.16%
+37,996
114
$365K 0.16%
+8,995
115
$364K 0.16%
+12,463
116
$363K 0.15%
+4,651
117
$363K 0.15%
+5,432
118
$356K 0.15%
+5,414
119
$351K 0.15%
+3,444
120
$349K 0.15%
+3,204
121
$349K 0.15%
+23,233
122
$333K 0.14%
+1,562
123
$332K 0.14%
+957
124
$328K 0.14%
+4,358
125
$327K 0.14%
+4,025
3 4
5
6 7