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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
151
$4.95K ﹤0.01%
19
152
$4.7K ﹤0.01%
+57
153
$4.59K ﹤0.01%
+35
154
$4.35K ﹤0.01%
+46
155
$4.35K ﹤0.01%
22
156
$4.28K ﹤0.01%
51
157
$4.24K ﹤0.01%
1,000
158
$4.21K ﹤0.01%
400
159
$4.13K ﹤0.01%
200
160
$4.12K ﹤0.01%
37
161
$4.08K ﹤0.01%
160
-45
162
$3.98K ﹤0.01%
64
163
$3.95K ﹤0.01%
14
164
$3.84K ﹤0.01%
23
165
$3.83K ﹤0.01%
19
166
$3.6K ﹤0.01%
26
167
$3.55K ﹤0.01%
304
168
$3.49K ﹤0.01%
31
169
$3.38K ﹤0.01%
35
170
$3.36K ﹤0.01%
19
171
$3.14K ﹤0.01%
10
172
$3.1K ﹤0.01%
30
173
$2.72K ﹤0.01%
63
174
$2.72K ﹤0.01%
39
175
$2.69K ﹤0.01%
44
5 6
7
8 9