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
101
$266K 0.09%
3,104
102
$266K 0.09%
5,180
-403
103
$264K 0.09%
2,722
-1,433
104
$249K 0.08%
749
-45
105
$248K 0.08%
4,156
+83
106
$235K 0.08%
2,145
107
$233K 0.08%
2,115
108
$233K 0.08%
258
-1
109
$228K 0.07%
1,543
-1,498
110
$225K 0.07%
1,896
-172
111
$223K 0.07%
2,845
-856
112
$219K 0.07%
636
+54
113
$212K 0.07%
1,850
114
$209K 0.07%
1,795
+8
115
$207K 0.07%
1,192
116
$34.2K 0.01%
110,000
117
– –
-2,836
1 2 3 4
5