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
$333M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$297K
3
+$279K
4
AAPL icon
Apple
AAPL
+$274K
5
AMZN icon
Amazon
AMZN
+$216K

Top Sells

1
+$416K
2
+$331K
3
+$212K
4
SBUX icon
Starbucks
SBUX
+$199K
5
MDT icon
Medtronic
MDT
+$195K

Sector Composition

1 Technology 30.5%
2 Financials 14.35%
3 Healthcare 12.2%
4 Consumer Discretionary 10.93%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.52%
43,857
+1
52
$1.65M 0.5%
20,426
-786
53
$1.58M 0.47%
6,350
-1
54
$1.51M 0.45%
6,121
+1
55
$1.46M 0.44%
18,660
+198
56
$1.43M 0.43%
5,610
-34
57
$1.41M 0.42%
19,564
+35
58
$1.41M 0.42%
8,405
59
$1.37M 0.41%
1,547
60
$1.34M 0.4%
2,340
+334
61
$1.19M 0.36%
6,011
-8
62
$1.14M 0.34%
5,157
+1
63
$1.07M 0.32%
10,598
64
$1.02M 0.31%
4,248
-7
65
$1.02M 0.31%
8,992
+38
66
$997K 0.3%
13,528
-14
67
$895K 0.27%
1,531
68
$829K 0.25%
6,647
-642
69
$820K 0.25%
16,034
-395
70
$800K 0.24%
7,738
71
$793K 0.24%
1,605
+50
72
$784K 0.24%
15,443
+1,045
73
$772K 0.23%
3,244
+340
74
$755K 0.23%
17,657
75
$735K 0.22%
6,716
-187
1 2
3
4 5