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
101
$302K 0.12%
+6,090
102
$299K 0.12%
+2,584
103
$298K 0.12%
+2,001
104
$295K 0.12%
+3,320
105
$294K 0.12%
+5,767
106
$286K 0.12%
+10,072
107
$246K 0.1%
+2,710
108
$237K 0.1%
+2,111
109
$232K 0.1%
+871
110
$232K 0.1%
+1,963
111
$225K 0.09%
+3,200
112
$223K 0.09%
+929
113
$209K 0.09%
+2,470
114
$201K 0.08%
+1,730
115
$24.3K 0.01%
+110,000
1 2 3 4
5