BCPWM
Bradley & Co Private Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+2.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+1.2%)
Cap. Flow
-$994K
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
58.68%
Holding
177
New
2
Increased
17
Reduced
24
Closed
6
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$435K |
| 2 |
Walt Disney
DIS
|
$332K |
| 3 |
IBHC
iShares iBonds 2023 Term High Yield and Income ETF
IBHC
|
$251K |
| 4 |
Netflix
NFLX
|
$230K |
| 5 |
JPMorgan Chase
JPM
|
$212K |
Top Sells
Sector Composition
| 1 | Technology | 19.91% |
| 2 | Communication Services | 19.79% |
| 3 | Consumer Discretionary | 15.2% |
| 4 | Financials | 12.93% |
| 5 | Consumer Staples | 6.22% |