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
$235M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.8M
3
+$9.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.84M
5
AAPL icon
Apple
AAPL
+$8.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.79%
2 Financials 5.96%
3 Industrials 5.38%
4 Healthcare 5.23%
5 Consumer Staples 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.09%
+3,533
152
$194K 0.08%
+2,077
153
$193K 0.08%
+3,690
154
$187K 0.08%
+775
155
$185K 0.08%
+1,200
156
$185K 0.08%
+1,773
157
$185K 0.08%
+134,042
158
$181K 0.08%
+511
159
$180K 0.08%
+450
160
$179K 0.08%
+1,280
161
$175K 0.07%
+1,240
162
$172K 0.07%
+894
163
$165K 0.07%
+1,751
164
$161K 0.07%
+1,804
165
$160K 0.07%
+1,938
166
$159K 0.07%
+1,576
167
$159K 0.07%
+1,437
168
$159K 0.07%
+1,634
169
$158K 0.07%
+6,171
170
$153K 0.07%
+2,080
171
$151K 0.06%
+1,803
172
$149K 0.06%
+571
173
$148K 0.06%
+3,040
174
$147K 0.06%
+495
175
$146K 0.06%
+250
5 6
7
8 9