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BWM

BlackDiamond Wealth Management Portfolio holdings

AUM $207M
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Sells

1 +$2.69M
2 +$1.1M
3 +$855K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$614K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$546K

Sector Composition

1 Technology 14.3%
2 Financials 5.78%
3 Communication Services 5.22%
4 Consumer Discretionary 3.94%
5 Healthcare 3.56%