BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$173M
This Quarter Return
-2.63%
1 Year Return
+14.93%
3 Year Return
+50.96%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-6.5%)
Cap. Flow
+$476K
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
36.73%
Holding
143
New
15
Increased
67
Reduced
40
Closed
18
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.83% |
| 2 | Financials | 5% |
| 3 | Industrials | 4.27% |
| 4 | Consumer Discretionary | 4.27% |
| 5 | Communication Services | 3.38% |
