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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
126
$9.99K 0.01%
483
127
$9.9K 0.01%
30
128
$9.81K 0.01%
92
129
$9.69K 0.01%
33
+11
130
$9.62K 0.01%
280
131
$9.11K 0.01%
67
+23
132
$8.79K ﹤0.01%
200
133
$8.62K ﹤0.01%
848
134
$7.74K ﹤0.01%
71
135
$7.49K ﹤0.01%
15
136
$7.25K ﹤0.01%
21
137
$6.97K ﹤0.01%
250
138
$6.88K ﹤0.01%
61
139
$6.74K ﹤0.01%
+348
140
$6.34K ﹤0.01%
16
141
$5.86K ﹤0.01%
50
142
$5.77K ﹤0.01%
+45
143
$5.74K ﹤0.01%
26
144
$5.54K ﹤0.01%
165
145
$5.51K ﹤0.01%
9
146
$5.46K ﹤0.01%
8
147
$5.16K ﹤0.01%
41
148
$5.07K ﹤0.01%
+106
149
$5.03K ﹤0.01%
62
150
$5K ﹤0.01%
80
4 5
6
7 8