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
126
$305K 0.13%
1,185
127
$304K 0.13%
1,449
-366
128
$303K 0.12%
2,048
129
$294K 0.12%
1,243
-5,593
130
$283K 0.12%
4,000
131
$280K 0.12%
3,500
-109
132
$278K 0.11%
2,252
-1,221
133
$277K 0.11%
755
+5
134
$263K 0.11%
1,018
+20
135
$258K 0.11%
10,190
-3
136
$256K 0.11%
943
137
$253K 0.1%
4,960
138
$247K 0.1%
3,838
+130
139
$244K 0.1%
697
-221
140
$244K 0.1%
7,876
-439
141
$238K 0.1%
2,037
-1
142
$236K 0.1%
1,063
143
$234K 0.1%
992
144
$232K 0.1%
1,900
-488
145
$223K 0.09%
+1,440
146
$218K 0.09%
3,433
147
$215K 0.09%
2,078
148
$212K 0.09%
+451
149
$209K 0.09%
686
150
$206K 0.08%
5,498
-26
3 4 5
6
7