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
$233M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.35M
3
+$1.23M
4
UNH icon
UnitedHealth
UNH
+$657K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$445M
2
+$6.45M
3
+$4.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.39M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Sector Composition

1 Technology 14.46%
2 Financials 6.66%
3 Industrials 6.57%
4 Healthcare 6.23%
5 Consumer Staples 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.1%
2,536
-377
152
$224K 0.1%
666
-74
153
$211K 0.09%
1,865
+92
154
$210K 0.09%
4,960
-310
155
$208K 0.09%
2,204
+127
156
$200K 0.09%
3,433
-100
157
$200K 0.09%
715
-190
158
$199K 0.09%
5,243
+1,213
159
$196K 0.08%
2,145
+1,575
160
$194K 0.08%
1,200
161
$193K 0.08%
2,633
+1,034
162
$192K 0.08%
3,354
+3,284
163
$189K 0.08%
460
+10
164
$189K 0.08%
1,240
165
$187K 0.08%
241
-9
166
$177K 0.08%
1,831
+197
167
$174K 0.07%
1,754
-50
168
$169K 0.07%
1,890
-48
169
$160K 0.07%
1,965
+1,391
170
$156K 0.07%
3,715
+257
171
$151K 0.07%
3,002
+594
172
$148K 0.06%
3,384
+1,782
173
$146K 0.06%
2,523
+522
174
$137K 0.06%
3,640
+175
175
$134K 0.06%
839
+504
5 6
7
8 9