BP

BWM Planning Portfolio holdings

AUM $374M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$16.5M
3 +$10.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.51%
2 Technology 5.7%
3 Financials 3.99%
4 Consumer Discretionary 0.92%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$129K 0.06%
+31,898