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Home > Institutional Investor > Bkm Wealth Management, Llc > Profile

Instuitional Investor - Bkm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bkm Wealth Management, Llc
Portfolio Value $234,571,637
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Trust
 8,824,648 $13,015,223 5.54%
2.
Ishares Trust
 IEF 62,080 $10,795,152 4.6%
3.
Microsoft Corp
 MSFT 24,402 $9,176,315 3.91%
4.
Vanguard Tax-Managed Fds
 312,661 $8,835,344 3.76%
5.
Apple Inc.
 AAPL 43,863 $8,445,069 3.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)