BWM

BlackDiamond Wealth Management Portfolio holdings

AUM $173M
1-Year Est. Return 14.93%
This Quarter Est. Return
1 Year Est. Return
+14.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$229K 0.26%
+8,921
102
$220K 0.25%
+8,205
103
$217K 0.25%
+7,522
104
$211K 0.24%
+420
105
$210K 0.24%
+4,386
106
$204K 0.23%
+952
107
$200K 0.23%
+353
108
$183K 0.21%
+19,799