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BCPWM

Bradley & Co Private Wealth Management Portfolio holdings

AUM $190M
1-Year Est. Return 27.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$277K
3
+$277K
4
IBIJ icon
iShares iBonds Oct 2033 Term TIPS ETF
IBIJ
+$276K
5
IBIL
iShares iBonds Oct 2035 Term TIPS ETF
IBIL
+$276K

Top Sells

1
+$363K
2
+$326K
3
+$200K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$179K
5
JPM icon
JPMorgan Chase
JPM
+$120K

Sector Composition

1 Technology 22.57%
2 Financials 20.82%
3 Consumer Staples 12.01%
4 Communication Services 10.55%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$183K 0.1%
12,587
52
$169K 0.09%
1,475
-143
53
$144K 0.08%
4,500
54
$141K 0.08%
1,617
55
$138K 0.08%
16,384
56
$136K 0.08%
1,704
57
$134K 0.07%
567
-54
58
$124K 0.07%
808
59
$111K 0.06%
2,320
60
$107K 0.06%
410
-61
61
$106K 0.06%
506
62
$95.8K 0.05%
284
63
$95K 0.05%
3,580
64
$93.4K 0.05%
558
+36
65
$90K 0.05%
319
+14
66
$81.3K 0.05%
84
67
$77K 0.04%
388
68
$67.6K 0.04%
846
69
$66.2K 0.04%
194
70
$64.6K 0.04%
880
71
$63.6K 0.04%
95
72
$63.1K 0.04%
1,534
73
$59.5K 0.03%
200
74
$54.9K 0.03%
277
75
$53.7K 0.03%
520
1 2
3
4 5