BWM
BNC Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
37.26%
This Quarter Return
+14.02%
1 Year Return
+37.26%
3 Year Return
+154.9%
5 Year Return
+265.59%
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
531
New
525
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10.1M |
| 2 |
Amazon
AMZN
|
$8.93M |
| 3 |
SPDR Gold Trust
GLD
|
$7.53M |
| 4 |
Marsh & McLennan
MMC
|
$5.82M |
| 5 |
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% |
