BPWM
Black Point Wealth Management Portfolio holdings
AUM
$3.5M
This Quarter Return
+10.49%
1 Year Return
+16.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$17.3M
AUM Growth
+$17.3M
(-80%)
Cap. Flow
-$72.9M
Cap. Flow
% of AUM
-421.88%
Top 10 Holdings %
Top 10 Hldgs %
95.4%
Holding
41
New
–
Increased
–
Reduced
13
Closed
28
Top Buys
No buys this quarter
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$22.3M |
| 2 |
Microsoft
MSFT
|
$15.6M |
| 3 |
Sprott Physical Gold
PHYS
|
$5.55M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$3.99M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$3.91M |
Sector Composition
| 1 | Financials | 56.64% |
| 2 | Technology | 11.38% |
| 3 | Healthcare | 1.24% |
| 4 | Communication Services | 0% |
| 5 | Consumer Discretionary | 0% |
