BCPWM
Bradley & Co Private Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+2.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.26%
Holding
175
New
172
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.92M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$6.32M |
| 3 |
Walt Disney
DIS
|
$6.22M |
| 4 |
Amazon
AMZN
|
$5.93M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$5.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 18.4% |
| 2 | Technology | 18.05% |
| 3 | Consumer Discretionary | 15.06% |
| 4 | Financials | 12.52% |
| 5 | Consumer Staples | 5.41% |
