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
$158M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.84M
3
+$1.71M
4
LOGI icon
Logitech
LOGI
+$1.06M
5
TSLA icon
Tesla
TSLA
+$1.05M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$578K
4
EDIT icon
Editas Medicine
EDIT
+$526K
5
AUDC icon
AudioCodes
AUDC
+$501K

Sector Composition

1 Technology 28.96%
2 Consumer Discretionary 14.47%
3 Financials 10.73%
4 Healthcare 9.91%
5 Industrials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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402
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