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
126
$344K 0.15%
4,003
+1,340
127
$343K 0.15%
5,843
-74,913
128
$330K 0.14%
2,841
+72
129
$319K 0.14%
1,754
+246
130
$314K 0.14%
436
+395
131
$310K 0.13%
807
-150
132
$308K 0.13%
1,286
-1,372
133
$307K 0.13%
1,604
+1,379
134
$295K 0.13%
1,012
+5
135
$276K 0.12%
6,574
-100
136
$275K 0.12%
2,388
137
$272K 0.12%
1,107
-6
138
$272K 0.12%
2,970
+1,219
139
$267K 0.11%
4,924
+2,963
140
$262K 0.11%
9,440
-861
141
$261K 0.11%
5,313
-1,284
142
$260K 0.11%
3,467
-891
143
$256K 0.11%
1,693
+413
144
$253K 0.11%
1,105
-457
145
$248K 0.11%
511
146
$241K 0.1%
8,605
+138
147
$238K 0.1%
523
+266
148
$237K 0.1%
4,000
-1,000
149
$236K 0.1%
3,609
+1,181
150
$232K 0.1%
743
-32
4 5
6
7 8