BFW
Brady Family Wealth Portfolio holdings
AUM
$323M
1-Year Return
15.51%
This Quarter Return
+1.88%
1 Year Return
+15.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$310M
AUM Growth
+$1.53M
(+0.5%)
Cap. Flow
-$270K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
35.09%
Holding
117
New
–
Increased
61
Reduced
38
Closed
1
Top Buys
| 1 |
Amazon
AMZN
|
$344K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$230K |
| 3 |
Accenture
ACN
|
$223K |
| 4 |
Salesforce
CRM
|
$211K |
| 5 |
Microsoft
MSFT
|
$206K |
Top Sells
| 1 |
Apple
AAPL
|
$532K |
| 2 |
Johnson & Johnson
JNJ
|
$414K |
| 3 |
Stryker
SYK
|
$289K |
| 4 |
American Tower
AMT
|
$244K |
| 5 |
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% |
