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
176
$125K 0.05%
9,423
177
$114K 0.05%
591
+20
178
$113K 0.05%
761
+135
179
$110K 0.05%
850
+102
180
$101K 0.04%
808
181
$101K 0.04%
475
+69
182
$101K 0.04%
5,752
+470
183
$98.7K 0.04%
2,007
+856
184
$87.1K 0.04%
892
-50
185
$86.7K 0.04%
512
+113
186
$77K 0.03%
210
-285
187
$69.4K 0.03%
1,005
188
$64.4K 0.03%
868
+290
189
$64.1K 0.03%
1,192
+36
190
$48.7K 0.02%
335
-5
191
$38.8K 0.02%
196
+19
192
$37.3K 0.02%
300
193
$26.1K 0.01%
50
-8
194
$23.6K 0.01%
300
195
$19.6K 0.01%
280
196
$18.5K 0.01%
413
-184
197
– –
-107
198
– –
-4,000
199
– –
-100
200
– –
-1,270
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8
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