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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$10.9M
3
+$8.3M
4
BLK icon
Blackrock
BLK
+$7.03M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.07%
2 Healthcare 14.69%
3 Financials 14.27%
4 Consumer Discretionary 11.59%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.22%
+10,832
77
$535K 0.22%
+10,664
78
$524K 0.22%
+3,950
79
$521K 0.22%
+7,728
80
$517K 0.21%
+12,016
81
$492K 0.2%
+6,885
82
$488K 0.2%
+5,425
83
$469K 0.19%
+1
84
$416K 0.17%
+1,939
85
$400K 0.17%
+14,480
86
$397K 0.16%
+2,505
87
$385K 0.16%
+8,248
88
$381K 0.16%
+1,169
89
$366K 0.15%
+2,942
90
$364K 0.15%
+3,756
91
$360K 0.15%
+24,600
92
$359K 0.15%
+4,558
93
$351K 0.15%
+1,493
94
$350K 0.14%
+3,734
95
$344K 0.14%
+858
96
$336K 0.14%
+6,714
97
$330K 0.14%
+7,340
98
$322K 0.13%
+925
99
$315K 0.13%
+997
100
$310K 0.13%
+2,807
1 2 3
4
5