BFW
Brady Family Wealth Portfolio holdings
AUM
$323M
This Quarter Return
+7.95%
1 Year Return
+15.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+7.5%)
Cap. Flow
+$7.37M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
35.1%
Holding
119
New
3
Increased
38
Reduced
49
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$7.08M |
| 2 |
IBM
IBM
|
$350K |
| 3 |
Stryker
SYK
|
$279K |
| 4 |
Apple
AAPL
|
$274K |
| 5 |
Amazon
AMZN
|
$216K |
Top Sells
| 1 |
Blackrock
BLK
|
$416K |
| 2 |
Nike
NKE
|
$331K |
| 3 |
ConocoPhillips
COP
|
$212K |
| 4 |
Starbucks
SBUX
|
$199K |
| 5 |
Medtronic
MDT
|
$195K |
Sector Composition
| 1 | Technology | 30.5% |
| 2 | Financials | 14.35% |
| 3 | Healthcare | 12.2% |
| 4 | Consumer Discretionary | 10.93% |
| 5 | Consumer Staples | 5.93% |
