BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$173M
1-Year Est. Return
14.93%
1 Year Est. Return
+14.93%
AUM
$118M
AUM Growth
+$20.7M
(+21%)
Holding
133
Top Buys
| 1 | +$3.06M | |
| 2 | +$2.31M | |
| 3 | +$2.09M | |
| 4 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$1.62M |
| 5 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$1.28M |
Top Sells
| 1 | +$1.68M | |
| 2 | +$1.44M | |
| 3 | +$983K | |
| 4 |
First Trust Dow Jones Global Select Dividend Index Fund
FGD
|
+$953K |
| 5 |
WisdomTree Emerging Markets Efficient Core Fund
NTSE
|
+$826K |
Sector Composition
| 1 | Technology | 7.88% |
| 2 | Financials | 5.99% |
| 3 | Consumer Discretionary | 4.58% |
| 4 | Industrials | 4.41% |
| 5 | Healthcare | 3.29% |