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
351
$6K ﹤0.01%
+520
352
$6K ﹤0.01%
+48
353
$6K ﹤0.01%
+500
354
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+108
355
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+25
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+60
357
$5K ﹤0.01%
+500
358
$5K ﹤0.01%
+115
359
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+24
360
$5K ﹤0.01%
+156
361
$5K ﹤0.01%
+85
362
$5K ﹤0.01%
+333
363
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+700
364
$5K ﹤0.01%
+684
365
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+1,000
366
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+63
367
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369
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370
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+150
371
$5K ﹤0.01%
+800
372
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+100
373
$5K ﹤0.01%
+135
374
$5K ﹤0.01%
+300
375
$5K ﹤0.01%
+32