BWM

BT Wealth Management Portfolio holdings

AUM $356M
1-Year Est. Return 9.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$347K
3
+$140K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.53K

Top Sells

1
+$13.4M
2
+$10.6M
3
+$6.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.04M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.9M

Sector Composition

1 Technology 5.27%
2 Healthcare 3.34%
3 Energy 1.15%
4 Communication Services 0.98%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
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