BCPWM
Bradley & Co Private Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+8.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.3%
Holding
189
New
186
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$15.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$12.3M |
| 3 |
American Express
AXP
|
$12M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$11.5M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.69% |
| 2 | Financials | 21.53% |
| 3 | Consumer Staples | 13.58% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Communication Services | 10.08% |
