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BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
20.68%
This Fund
S&P 500
1 Year Est. Return
+20.68%
AUM
$83.8M
AUM Growth
-$3.35M
(-3.9%)
Holding
126
Top Buys
| 1 | +$3.78M | |
| 2 | +$2.05M | |
| 3 | +$2.04M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$1.83M |
| 5 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
+$1.51M |
Top Sells
| 1 | +$2.29M | |
| 2 | +$1.58M | |
| 3 | +$1.25M | |
| 4 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
+$1.18M |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$1.16M |
Sector Composition
| 1 | Technology | 8.12% |
| 2 | Financials | 5.41% |
| 3 | Consumer Discretionary | 5.25% |
| 4 | Industrials | 4.89% |
| 5 | Healthcare | 4.25% |