BWM
BAM Wealth Management Portfolio holdings
AUM
$134M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$138M
AUM Growth
+$9.17M
(+7.1%)
Holding
178
Top Buys
| 1 | +$5.09M | |
| 2 | +$5.05M | |
| 3 | +$4.17M | |
| 4 |
First Trust Core Investment Grade ETF
FTCB
|
+$1.1M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$991K |
Top Sells
| 1 | +$4.49M | |
| 2 | +$4.48M | |
| 3 | +$4.29M | |
| 4 |
MRSH
Marsh
MRSH
|
+$892K |
| 5 |
Zoetis
ZTS
|
+$704K |
Sector Composition
| 1 | Technology | 15.49% |
| 2 | Healthcare | 6.26% |
| 3 | Financials | 4.08% |
| 4 | Communication Services | 3.91% |
| 5 | Consumer Discretionary | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
| – | – |
-1,426
|
|
||
|
MRSH
177
Marsh
MRSH
$80B
| – | – |
-4,428
|
|
||
|
XAPR
178
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$23.3M
| – | – |
-5,610
|
|