BWM
BlackDiamond Wealth Management Portfolio holdings
AUM
$173M
This Quarter Return
+1.62%
1 Year Return
+14.93%
3 Year Return
+50.96%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+4.6%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
33.14%
Holding
163
New
3
Increased
72
Reduced
76
Closed
6
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$10.2M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$1.14M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$526K |
| 4 |
AT&T
T
|
$250K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$239K |
Top Sells
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Financials | 5.89% |
| 3 | Communication Services | 4.81% |
| 4 | Consumer Discretionary | 3.6% |
| 5 | Consumer Staples | 2.98% |
