BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$173M
This Quarter Return
+7.06%
1 Year Return
+14.93%
3 Year Return
+50.96%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+3.1%)
Cap. Flow
-$1.41M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
31.83%
Holding
146
New
9
Increased
48
Reduced
81
Closed
3
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.3M |
| 2 |
Capital Group Growth ETF
CGGR
|
$2.1M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$1.23M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.06M |
| 5 |
Williams Companies
WMB
|
$636K |
Top Sells
Sector Composition
| 1 | Technology | 8.63% |
| 2 | Financials | 5.58% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Industrials | 4.05% |
| 5 | Communication Services | 3.56% |
