BWML
Base Wealth Management LLC Portfolio holdings
AUM $156M
This Quarter Return
+0.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.01%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$20M |
| 2 |
Capital Group Core Balanced ETF
CGBL
|
+$11.2M |
| 3 |
HCI Group
HCI
|
+$9.75M |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$8.84M |
| 5 |
iShares Core High Dividend ETF
HDV
|
+$8.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.99% |
| 2 | Technology | 2.72% |
| 3 | Consumer Staples | 1.55% |
| 4 | Industrials | 0.86% |
| 5 | Consumer Discretionary | 0.85% |