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
$83.8M
AUM Growth
-$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.12%
2 Financials 5.41%
3 Consumer Discretionary 5.25%
4 Industrials 4.89%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-31,520