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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
76
$51.7K 0.03%
610
77
$49.9K 0.03%
958
78
$49.7K 0.03%
320
79
$48.3K 0.03%
1,150
80
$48.1K 0.03%
422
81
$46.9K 0.03%
115
-47
82
$46.2K 0.03%
335
83
$45.6K 0.03%
197
+20
84
$43.7K 0.02%
521
85
$43.3K 0.02%
350
86
$42.6K 0.02%
53
-31
87
$39.7K 0.02%
130
88
$39.1K 0.02%
867
89
$36.1K 0.02%
1,143
90
$35.4K 0.02%
245
91
$34.5K 0.02%
290
92
$29.6K 0.02%
496
+36
93
$28.7K 0.02%
84
94
$27.8K 0.02%
1,312
95
$27.5K 0.02%
222
96
$25.5K 0.01%
254
97
$24.5K 0.01%
388
98
$24.2K 0.01%
100
99
$24K 0.01%
111
100
$23.2K 0.01%
1,000
2 3
4
5 6