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
$244M
AUM Growth
-$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.12M
3
+$916K
4
AVGO icon
Broadcom
AVGO
+$757K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$559K

Top Sells

1
+$959K
2
+$952K
3
+$647K
4
IAU icon
iShares Gold Trust
IAU
+$553K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$417K

Sector Composition

1 Technology 17.15%
2 Financials 7.73%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$335K 0.14%
2,598
+478
127
$334K 0.14%
+905
128
$323K 0.13%
1,815
+306
129
$320K 0.13%
546
+35
130
$320K 0.13%
1,185
-89
131
$313K 0.13%
943
+200
132
$308K 0.13%
2,388
133
$298K 0.12%
2,479
+81
134
$295K 0.12%
4,000
135
$295K 0.12%
10,406
+1,450
136
$294K 0.12%
+2,048
137
$292K 0.12%
750
+2
138
$290K 0.12%
+918
139
$285K 0.12%
998
140
$285K 0.12%
3,609
141
$270K 0.11%
10,193
-857
142
$270K 0.11%
3,572
+30
143
$256K 0.11%
2,038
-92
144
$255K 0.1%
1,063
-23
145
$255K 0.1%
1,200
146
$245K 0.1%
843
-22
147
$243K 0.1%
5,524
+146
148
$242K 0.1%
4,960
149
$242K 0.1%
1,039
+104
150
$240K 0.1%
946
-658
3 4 5
6
7