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
126
$321K 0.14%
+2,075
127
$318K 0.14%
+2,333
128
$317K 0.14%
+6,597
129
$314K 0.13%
+4,058
130
$313K 0.13%
+1,007
131
$297K 0.13%
+10,301
132
$293K 0.13%
+5,000
133
$288K 0.12%
+1,896
134
$278K 0.12%
+1,680
135
$277K 0.12%
+2,769
136
$274K 0.12%
+769
137
$273K 0.12%
+1,113
138
$273K 0.12%
+5,510
139
$267K 0.11%
+4,215
140
$266K 0.11%
+2,913
141
$260K 0.11%
+6,674
142
$251K 0.11%
+2,388
143
$243K 0.1%
+3,613
144
$237K 0.1%
+4,771
145
$236K 0.1%
+905
146
$234K 0.1%
+1,508
147
$232K 0.1%
+8,467
148
$224K 0.1%
+740
149
$216K 0.09%
+2,663
150
$215K 0.09%
+5,270
4 5
6
7 8