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
101
$541K 0.26%
19,064
+3,181
102
$532K 0.26%
27,083
-1,570
103
$524K 0.25%
9,618
+44
104
$524K 0.25%
39,935
+33,723
105
$515K 0.25%
17,032
+5,297
106
$514K 0.25%
6,714
-6,222
107
$509K 0.24%
11,815
+4,663
108
$498K 0.24%
6,985
+1,245
109
$472K 0.23%
7,079
-11,161
110
$465K 0.22%
19,042
+14,708
111
$456K 0.22%
4,314
-4,000
112
$442K 0.21%
41,858
+10,343
113
$442K 0.21%
9,400
+5,281
114
$440K 0.21%
25,780
+19,395
115
$423K 0.2%
7,347
+39
116
$404K 0.19%
2,317
+387
117
$398K 0.19%
3,567
-436
118
$396K 0.19%
5,134
+224
119
$383K 0.18%
7,585
-34
120
$364K 0.17%
998
+332
121
$354K 0.17%
5,595
-3,845
122
$343K 0.16%
5,843
123
$332K 0.16%
11,755
+8,914
124
$331K 0.16%
4,176
-4,030
125
$321K 0.15%
1,286
3 4
5
6 7