BlackDiamond Wealth Management Inc. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for BlackDiamond Wealth Management Inc., 57% allocated to ETF.
- Top Sector
- ETF (57%)
- US Exposure
- 99%
- Countries
- 5
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
50 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 14.1 quarters
- Avg. Top 20
- 12.9 quarters
- Avg. All Positions
- 7.8 quarters
- Median Holding Period
- 7 quarters
- Persistence Rate
- 71.18%
- Persistent Holdings Weight
- 89.85%
- Persistent Positions
- 121
- Longest Held
Labcorp Holdings Inc.LH - 15 quarters
Position Sizing & Influence
Current Quarter
- Largest Ownership Stake
Patriot National Bancorp IncPNBK - 0.05%- Avg. Ownership Stake
- 0.001%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2021)
- Avg. Ownership Stake
- 0.002%
- Largest Ownership Stake
Viad CorpVVI - 0.10% (Q2 2022)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 7.5%
- Value Traded
- $13.20M
- Positions Added
- 8
- Positions Exited
- 4
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 17.9%
- Avg. Positions Added
- 20
- Avg. Positions Exited
- 13
- Highest Turnover
- 50.0%Q4 2021
- Lowest Turnover
- 6.9%Q4 2024