BWM
BKM Wealth Management Portfolio holdings
AUM
$274M
1-Year Est. Return
19.39%
This Fund
S&P 500
1 Year Est. Return
+19.39%
AUM
$274M
AUM Growth
+$350K
(+0.13%)
Holding
153
Top Buys
| 1 | +$1.38M | |
| 2 | +$1.02M | |
| 3 | +$852K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$587K |
| 5 |
S&P Global
SPGI
|
+$444K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$972K | |
| 3 | +$864K | |
| 4 |
Mondelez International
MDLZ
|
+$683K |
| 5 |
RPM International
RPM
|
+$553K |
Sector Composition
| 1 | Technology | 15.1% |
| 2 | Financials | 6.43% |
| 3 | Industrials | 5.79% |
| 4 | Healthcare | 4.3% |
| 5 | Communication Services | 3.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Mondelez International
MDLZ
$78.4B
| – | – |
-12,684
|
|
||
152
Norfolk Southern
NSC
$69.1B
| – | – |
-711
|
|
||
|
153
RPM International
RPM
$13.4B
| – | – |
-5,322
|
|