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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
$83.9M
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$528K
3
+$333K
4
MSFT icon
Microsoft
MSFT
+$304K
5
TSLA icon
Tesla
TSLA
+$282K

Top Sells

1
+$899K
2
+$785K
3
+$648K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$580K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$409K

Sector Composition

1 Consumer Discretionary 22.3%
2 Technology 19.52%
3 Financials 15.14%
4 Communication Services 13.99%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.01%
35
127
$10K 0.01%
280
128
$9K 0.01%
212
129
$9K 0.01%
250
130
$9K 0.01%
+304
131
$8K 0.01%
100
132
$8K 0.01%
94
133
$8K 0.01%
216
134
$7K 0.01%
156
135
$7K 0.01%
848
136
$7K 0.01%
386
137
$7K 0.01%
482
138
$7K 0.01%
46
139
$6K 0.01%
99
140
$5K 0.01%
22
141
$5K 0.01%
370
142
$5K 0.01%
13
143
$5K 0.01%
21
144
$5K 0.01%
60
145
$4K ﹤0.01%
44
146
$4K ﹤0.01%
24
147
$4K ﹤0.01%
26
148
$4K ﹤0.01%
26
149
$4K ﹤0.01%
62
150
$4K ﹤0.01%
80
4 5
6
7 8