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
76
$632K 0.2%
2,792
-4
77
$623K 0.2%
7,683
+15
78
$612K 0.2%
1
79
$593K 0.19%
5,903
-1,689
80
$566K 0.18%
3,882
-17
81
$535K 0.17%
5,565
82
$510K 0.16%
6,580
83
$487K 0.16%
15,714
+33
84
$463K 0.15%
967
+45
85
$430K 0.14%
8,395
-592
86
$429K 0.14%
15,340
+1
87
$418K 0.13%
3,050
+4
88
$412K 0.13%
3,581
+8
89
$411K 0.13%
7,133
+45
90
$405K 0.13%
1,895
-61
91
$397K 0.13%
905
-43
92
$391K 0.13%
1,563
+1
93
$381K 0.12%
7,055
-85
94
$380K 0.12%
1,955
-1,256
95
$347K 0.11%
3,260
96
$337K 0.11%
6,289
97
$317K 0.1%
10,174
+61
98
$300K 0.1%
1,730
99
$295K 0.1%
723
-32
100
$293K 0.09%
3,200
1 2 3
4
5