BCPWM
Bradley & Co Private Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
-4.94%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-8.6%)
Cap. Flow
-$3.21M
Cap. Flow
% of AUM
-2.19%
Top 10 Holdings %
Top 10 Hldgs %
70.79%
Holding
191
New
2
Increased
8
Reduced
19
Closed
1
Top Buys
| 1 |
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
|
$2.74M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$639K |
| 3 |
iShares Gold Trust
IAU
|
$183K |
| 4 |
Fortrea Holdings
FTRE
|
$123K |
| 5 |
Palantir
PLTR
|
$97.5K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$942K |
| 2 |
American Express
AXP
|
$840K |
| 3 |
Apple
AAPL
|
$782K |
| 4 |
Amazon
AMZN
|
$720K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$667K |
Sector Composition
| 1 | Financials | 22.86% |
| 2 | Technology | 20.29% |
| 3 | Consumer Staples | 14.14% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Communication Services | 8.77% |
