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
201
$98.5K 0.04%
+2,001
202
$98.4K 0.04%
+626
203
$95.3K 0.04%
+53,218
204
$95.3K 0.04%
+1,825
205
$94.1K 0.04%
+1,316
206
$93.9K 0.04%
+2,334
207
$93.2K 0.04%
+942
208
$92.3K 0.04%
+1,000
209
$91.8K 0.04%
+4,294
210
$90.9K 0.04%
+748
211
$90.7K 0.04%
+876
212
$88.6K 0.04%
+5,282
213
$86.7K 0.04%
+1,067
214
$86K 0.04%
+2,470
215
$85.2K 0.04%
+808
216
$81.7K 0.03%
+2,228
217
$81.5K 0.03%
+1,565
218
$81.2K 0.03%
+1,104
219
$81.1K 0.03%
+43,577
220
$78.7K 0.03%
+651
221
$78.3K 0.03%
+2,121
222
$77.7K 0.03%
+2,368
223
$77.1K 0.03%
+977
224
$76.7K 0.03%
+1,330
225
$74.3K 0.03%
+1,005
7 8
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