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
101
$544K 0.23%
4,119
+915
102
$520K 0.22%
31,515
+8,282
103
$516K 0.22%
4,334
+1,003
104
$512K 0.22%
5,297
+4,732
105
$512K 0.22%
2,495
+628
106
$510K 0.22%
2,613
+538
107
$509K 0.22%
12,936
+3,941
108
$502K 0.22%
8,206
+1,547
109
$500K 0.22%
7,152
+1,720
110
$498K 0.21%
5,510
111
$495K 0.21%
3,535
+91
112
$468K 0.2%
5,435
+1,410
113
$463K 0.2%
27,352
+4,326
114
$463K 0.2%
18,240
+2,757
115
$456K 0.2%
5,740
+1,089
116
$449K 0.19%
16,710
+645
117
$424K 0.18%
7,308
-5,724
118
$421K 0.18%
6,212
+2,599
119
$404K 0.17%
8,314
+3,543
120
$390K 0.17%
15,883
+2,797
121
$384K 0.17%
7,619
-9,790
122
$382K 0.16%
4,910
+852
123
$370K 0.16%
2,053
+157
124
$360K 0.15%
11,735
-728
125
$346K 0.15%
1,930
+250
3 4
5
6 7