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
$208M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$861K
3
+$722K
4
WNS icon
WNS Holdings
WNS
+$560K
5
IAU icon
iShares Gold Trust
IAU
+$537K

Top Sells

1
+$6.97M
2
+$4.65M
3
+$1.34M
4
BDX icon
Becton Dickinson
BDX
+$1.21M
5
MDT icon
Medtronic
MDT
+$1.06M

Sector Composition

1 Technology 10.53%
2 Financials 7.28%
3 Healthcare 5.89%
4 Consumer Staples 5.57%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 5.78%
65,985
+2,103
2
$9.84M 4.73%
106,301
+1,526
3
$9.47M 4.55%
191,561
+7,447
4
$7.88M 3.79%
156,371
-1,604
5
$4.86M 2.34%
42,847
+1,921
6
$4.83M 2.32%
22,914
-22,092
7
$4.51M 2.17%
18,635
-38
8
$4.5M 2.16%
9,387
+46
9
$4.03M 1.94%
185,779
+3,321
10
$4.01M 1.93%
77,861
+2,103
11
$3.95M 1.9%
44,860
+1,208
12
$3.92M 1.88%
8,767
-15,591
13
$3.92M 1.88%
89,512
+2,817
14
$3.88M 1.86%
39,839
+2,143
15
$3.02M 1.45%
23,509
+651
16
$2.91M 1.4%
17,634
+386
17
$2.84M 1.37%
3,611
+236
18
$2.58M 1.24%
16,096
+1,399
19
$2.53M 1.21%
4,961
-196
20
$2.42M 1.17%
11,985
-2,675
21
$2.31M 1.11%
10,481
-2,760
22
$2.27M 1.09%
8,917
+585
23
$2.16M 1.04%
7,103
+1,413
24
$2.09M 1.01%
13,362
-137
25
$2.09M 1%
9,147
-976
1
2 3 4 5