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BWM

BNC Wealth Management Portfolio holdings

AUM $360M
1-Year Est. Return 49.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.82%
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
+$9.52M
2
+$8.94M
3
+$7.63M
4
MRSH
Marsh
MRSH
+$5.81M
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
426
$3K ﹤0.01%
+68
427
$3K ﹤0.01%
+50
428
$3K ﹤0.01%
+50
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
+230
434
$3K ﹤0.01%
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435
$3K ﹤0.01%
+552
436
$3K ﹤0.01%
+33
437
$3K ﹤0.01%
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440
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+29
441
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+18
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$2K ﹤0.01%
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+48
445
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+160
446
$2K ﹤0.01%
+50
447
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+31
448
$2K ﹤0.01%
+29
449
$2K ﹤0.01%
+13
450
$2K ﹤0.01%
+54
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