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
MMC icon
Marsh & McLennan
MMC
+$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
476
$1K ﹤0.01%
+50
477
$1K ﹤0.01%
+11
478
$1K ﹤0.01%
+260
479
$1K ﹤0.01%
+100
480
$1K ﹤0.01%
+18
481
– –
0
482
$1K ﹤0.01%
+49
483
$1K ﹤0.01%
+10
484
$1K ﹤0.01%
+18
485
$1K ﹤0.01%
+100
486
$1K ﹤0.01%
+158
487
$1K ﹤0.01%
+16
488
$1K ﹤0.01%
+8
489
$1K ﹤0.01%
+50
490
$1K ﹤0.01%
+150
491
$1K ﹤0.01%
+149
492
$1K ﹤0.01%
+65
493
$1K ﹤0.01%
+78
494
$1K ﹤0.01%
+10
495
$1K ﹤0.01%
+100
496
$1K ﹤0.01%
+10
497
$1K ﹤0.01%
+14
498
$1K ﹤0.01%
+100
499
$1K ﹤0.01%
+10
500
$1K ﹤0.01%
+200
18 19
20
21 22