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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
151
$4K ﹤0.01%
51
152
$4K ﹤0.01%
22
153
$3K ﹤0.01%
31
154
$3K ﹤0.01%
14
155
$3K ﹤0.01%
71
156
$3K ﹤0.01%
86
157
$3K ﹤0.01%
65
158
$3K ﹤0.01%
44
159
$3K ﹤0.01%
23
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$3K ﹤0.01%
50
161
$3K ﹤0.01%
8
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$3K ﹤0.01%
19
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$3K ﹤0.01%
19
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$3K ﹤0.01%
21
165
$3K ﹤0.01%
14
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$2K ﹤0.01%
16
167
$2K ﹤0.01%
27
168
$2K ﹤0.01%
64
169
$2K ﹤0.01%
35
170
$2K ﹤0.01%
1,000
171
$2K ﹤0.01%
19
172
$1K ﹤0.01%
5
173
$1K ﹤0.01%
30
174
$1K ﹤0.01%
198
175
$1K ﹤0.01%
63
4 5 6
7
8