BCPWM
Bradley & Co Private Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+13.26%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$16.9M
(+12%)
Cap. Flow
+$197K
Cap. Flow
% of AUM
0.12%
Top 10 Holdings %
Top 10 Hldgs %
69.64%
Holding
200
New
10
Increased
13
Reduced
17
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$639K |
| 2 |
NVIDIA
NVDA
|
$359K |
| 3 |
Standard BioTools
LAB
|
$194K |
| 4 |
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
|
$161K |
| 5 |
iShares iBonds Oct 2027 Term TIPS ETF
IBID
|
$154K |
Sector Composition
| 1 | Financials | 21.91% |
| 2 | Technology | 21.59% |
| 3 | Consumer Staples | 13.45% |
| 4 | Consumer Discretionary | 9.17% |
| 5 | Communication Services | 9.05% |
