BCPWM

Bradley & Co Private Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 26.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$5.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

1 +$1.17M
2 +$797K
3 +$579K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$443K
5
JPM icon
JPMorgan Chase
JPM
+$423K

Sector Composition

1 Technology 21.48%
2 Financials 20.37%
3 Communication Services 12.32%
4 Consumer Staples 11.47%
5 Consumer Discretionary 8.46%