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
101
$557K 0.23%
19,966
+2,093
102
$557K 0.23%
48,358
+19,481
103
$545K 0.22%
7,417
+843
104
$545K 0.22%
12,937
+1,584
105
$537K 0.22%
7,646
+379
106
$530K 0.22%
4,847
+115
107
$527K 0.22%
1,460
-53
108
$524K 0.22%
5,299
-1,276
109
$510K 0.21%
9,307
-296
110
$496K 0.2%
6,929
+159
111
$480K 0.2%
7,766
+721
112
$450K 0.19%
7,629
113
$399K 0.16%
5,141
+1,039
114
$391K 0.16%
2,463
-16
115
$387K 0.16%
1,826
-273
116
$386K 0.16%
3,163
-1
117
$386K 0.16%
2,626
+28
118
$369K 0.15%
3,105
-354
119
$354K 0.15%
5,843
120
$349K 0.14%
3,892
-23
121
$349K 0.14%
1,836
-300
122
$349K 0.14%
1,024
+119
123
$347K 0.14%
420
-60
124
$312K 0.13%
10,622
+216
125
$307K 0.13%
533
-13
3 4
5
6 7