BFW

Brady Family Wealth Portfolio holdings

AUM $323M
1-Year Est. Return 14.97%
This Quarter Est. Return
1 Year Est. Return
+14.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$230K
3
+$223K
4
CRM icon
Salesforce
CRM
+$211K
5
MSFT icon
Microsoft
MSFT
+$206K

Top Sells

1
+$532K
2
+$414K
3
+$289K
4
AMT icon
American Tower
AMT
+$244K
5
COST icon
Costco
COST
+$239K

Sector Composition

1 Technology 30.66%
2 Financials 13.96%
3 Healthcare 12.17%
4 Consumer Discretionary 10.27%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.5%
8,405
+5
52
$1.48M 0.48%
20,877
-1,223
53
$1.44M 0.46%
21,212
-369
54
$1.4M 0.45%
1,547
-30
55
$1.38M 0.45%
6,120
+1
56
$1.36M 0.44%
6,351
-28
57
$1.34M 0.43%
5,644
+6
58
$1.34M 0.43%
18,462
-87
59
$1.24M 0.4%
19,529
+38
60
$1.11M 0.36%
8,954
+38
61
$1.05M 0.34%
5,156
-501
62
$1.03M 0.33%
6,019
63
$1.03M 0.33%
10,598
64
$1.01M 0.33%
2,006
+177
65
$994K 0.32%
4,255
-92
66
$886K 0.29%
13,542
+1,377
67
$775K 0.25%
7,289
68
$768K 0.25%
16,429
+86
69
$760K 0.25%
6,903
-188
70
$727K 0.23%
14,398
+2,678
71
$715K 0.23%
1,531
-101
72
$694K 0.22%
7,738
+29
73
$686K 0.22%
1,555
74
$686K 0.22%
17,657
+3,298
75
$652K 0.21%
2,904
+42
1 2
3
4 5