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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
176
$2.58K ﹤0.01%
10
177
$2.28K ﹤0.01%
+29
178
$2.16K ﹤0.01%
45
179
$2.15K ﹤0.01%
24
180
$2.12K ﹤0.01%
29
181
$1.95K ﹤0.01%
36
182
$1.91K ﹤0.01%
35
183
$1.83K ﹤0.01%
1,000
184
$1.75K ﹤0.01%
21
185
$1.74K ﹤0.01%
58
186
$1.54K ﹤0.01%
+18
187
$1.36K ﹤0.01%
20
188
$1.34K ﹤0.01%
+10
189
$1.34K ﹤0.01%
+75
190
$1.29K ﹤0.01%
8
191
$1.1K ﹤0.01%
10
192
$1.09K ﹤0.01%
10
193
$1.04K ﹤0.01%
37
194
$902 ﹤0.01%
20
195
$749 ﹤0.01%
51
196
$598 ﹤0.01%
50
197
$373 ﹤0.01%
6
198
$366 ﹤0.01%
6
199
$302 ﹤0.01%
1
200
$298 ﹤0.01%
3
5 6 7
8
9