BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$173M
This Quarter Return
+6.34%
1 Year Return
+14.93%
3 Year Return
+50.96%
5 Year Return
–
10 Year Return
–
AUM
$87.1M
AUM Growth
–
Cap. Flow
+$87.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.04% |
| 2 | Financials | 5.61% |
| 3 | Consumer Discretionary | 4.48% |
| 4 | Industrials | 4.33% |
| 5 | Healthcare | 3.99% |
