BP

BWM Planning Portfolio holdings

AUM $336M
1-Year Est. Return 12.66%
This Quarter Est. Return
1 Year Est. Return
+12.66%
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 +$19.7M
2 +$17.1M
3 +$11.2M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$11.1M
5
AAPL icon
Apple
AAPL
+$10.9M

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