BWM

BKM Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 14.52%
This Quarter Est. Return
1 Year Est. Return
+14.52%
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
1
$11.9M 5.13%
63,882
+1,802
2
$10.2M 4.41%
24,358
-44
3
$9.24M 3.97%
184,114
-128,547
4
$8.85M 3.8%
104,775
+2,375
5
$8.24M 3.54%
157,975
-3,219
6
$7.72M 3.32%
45,006
+1,143
7
$4.84M 2.08%
40,926
+1,505
8
$4.67M 2.01%
18,673
+215
9
$4.15M 1.78%
9,341
+2,774
10
$3.99M 1.71%
43,652
-126
11
$3.88M 1.67%
182,458
+179,276
12
$3.87M 1.67%
37,696
+1,290
13
$3.85M 1.66%
75,758
-8,748,890
14
$3.62M 1.56%
86,695
-5,802
15
$3.37M 1.45%
13,241
-55
16
$2.99M 1.29%
22,858
+48
17
$2.94M 1.26%
14,660
+297
18
$2.81M 1.21%
3,375
-22
19
$2.8M 1.2%
17,248
+1,137
20
$2.62M 1.13%
16,064
+568
21
$2.55M 1.1%
5,157
+1,328
22
$2.39M 1.03%
14,697
+268
23
$2.35M 1.01%
8,332
+422
24
$2.29M 0.98%
14,473
+2,025
25
$2.13M 0.92%
13,499
+2,887
1
2 3 4 5