BWM

BNC Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 49.24%
This Quarter Est. Return
1 Year Est. Return
+49.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.93M
3
+$7.53M
4
MRSH
Marsh
MRSH
+$5.82M
5
MSFT icon
Microsoft
MSFT
+$5.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.85%
2 Consumer Discretionary 12.93%
3 Healthcare 10.97%
4 Financials 10.65%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
+207
277
$12K 0.01%
+133
278
$12K 0.01%
+89
279
$12K 0.01%
+420
280
$12K 0.01%
+402
281
$12K 0.01%
+58
282
$12K 0.01%
+371
283
$12K 0.01%
+212
284
$12K 0.01%
+50
285
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+200
286
$12K 0.01%
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287
$12K 0.01%
+810
288
$11K 0.01%
+90
289
$11K 0.01%
+146
290
$11K 0.01%
+79
291
$11K 0.01%
+1,200
292
$11K 0.01%
+89
293
$11K 0.01%
+53
294
$11K 0.01%
+118
295
$11K 0.01%
+339
296
$11K 0.01%
+204
297
$11K 0.01%
+73
298
$10K 0.01%
+130
299
$10K 0.01%
+127
300
$10K 0.01%
+110
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