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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
101
$23.2K 0.01%
334
102
$23K 0.01%
80
103
$22.8K 0.01%
99
104
$21.1K 0.01%
75
+35
105
$21K 0.01%
230
106
$20.7K 0.01%
274
107
$19.8K 0.01%
786
108
$19.4K 0.01%
91
109
$19.3K 0.01%
83
110
$19.1K 0.01%
100
111
$19.1K 0.01%
100
112
$18.2K 0.01%
117
113
$17.1K 0.01%
100
114
$16.1K 0.01%
235
115
$15.3K 0.01%
628
116
$15.2K 0.01%
670
117
$15.2K 0.01%
625
118
$15.1K 0.01%
645
119
$14.7K 0.01%
105
120
$12.7K 0.01%
263
121
$12.4K 0.01%
27
122
$12.3K 0.01%
295
123
$12.1K 0.01%
60
124
$12K 0.01%
166
125
$10.2K 0.01%
70
3 4
5
6 7