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
$169M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$1.11M
3 +$796K
4
TSLA icon
Tesla
TSLA
+$558K
5
CELH icon
Celsius Holdings
CELH
+$417K

Top Sells

1 +$1.81M
2 +$1.35M
3 +$620K
4
OIH icon
VanEck Oil Services ETF
OIH
+$468K
5
COIN icon
Coinbase
COIN
+$457K

Sector Composition

1 Technology 28.4%
2 Consumer Discretionary 13.69%
3 Communication Services 11.56%
4 Financials 10.62%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,804