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
176
$143K 0.06%
+1,219
177
$142K 0.06%
+298
178
$141K 0.06%
+2,793
179
$141K 0.06%
+10,620
180
$140K 0.06%
+2,428
181
$136K 0.06%
+4,030
182
$132K 0.06%
+2,860
183
$130K 0.06%
+3,458
184
$130K 0.06%
+1,599
185
$124K 0.05%
+2,408
186
$123K 0.05%
+3,465
187
$122K 0.05%
+1,290
188
$118K 0.05%
+2,555
189
$116K 0.05%
+257
190
$115K 0.05%
+9,423
191
$114K 0.05%
+1,774
192
$113K 0.05%
+719
193
$111K 0.05%
+2,490
194
$109K 0.05%
+2,254
195
$108K 0.05%
+930
196
$107K 0.05%
+1,520
197
$106K 0.05%
+3,807
198
$103K 0.04%
+1,881
199
$101K 0.04%
+1,961
200
$99.1K 0.04%
+2,535
6 7
8
9 10