BWM
BKM Wealth Management Portfolio holdings
AUM
$256M
This Quarter Return
-0.21%
1 Year Return
+14.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(-0.36%)
Cap. Flow
+$1.48M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
32.69%
Holding
166
New
6
Increased
82
Reduced
56
Closed
8
Top Buys
| 1 |
Broadcom
AVGO
|
$744K |
| 2 |
Costco
COST
|
$390K |
| 3 |
Sherwin-Williams
SHW
|
$349K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$325K |
| 5 |
Apple
AAPL
|
$291K |
Top Sells
| 1 |
Norfolk Southern
NSC
|
$1.32M |
| 2 |
Starbucks
SBUX
|
$997K |
| 3 |
Target
TGT
|
$934K |
| 4 |
UnitedHealth
UNH
|
$784K |
| 5 |
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% |
