BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$173M
This Quarter Return
+6.83%
1 Year Return
+14.93%
3 Year Return
+50.96%
5 Year Return
–
10 Year Return
–
AUM
$88.2M
AUM Growth
+$88.2M
(+6.1%)
Cap. Flow
+$3.56M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
39.58%
Holding
121
New
16
Increased
61
Reduced
32
Closed
9
Top Buys
| 1 |
Capital Group Short Duration Income ETF
CGSD
|
$890K |
| 2 |
Capital Group Core Plus Income ETF
CGCP
|
$553K |
| 3 |
Royal Bank of Canada
RY
|
$455K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$445K |
| 5 |
Visa
V
|
$426K |
Top Sells
Sector Composition
| 1 | Technology | 6.91% |
| 2 | Financials | 6.46% |
| 3 | Industrials | 5.54% |
| 4 | Healthcare | 4.79% |
| 5 | Consumer Discretionary | 4.73% |
