BMWS
Brady Martz Wealth Solutions Portfolio holdings
AUM
$551M
1-Year Est. Return
12.73%
1 Year Est. Return
+12.73%
AUM
$551M
AUM Growth
+$33.9M
(+6.6%)
Holding
152
Top Buys
| 1 | +$3.03M | |
| 2 | +$863K | |
| 3 | +$815K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$789K |
| 5 |
Dimensional National Municipal Bond ETF
DFNM
|
+$774K |
Top Sells
| 1 | +$1.49M | |
| 2 | +$1.34M | |
| 3 | +$440K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$429K |
| 5 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
+$380K |
Sector Composition
| 1 | Technology | 5.97% |
| 2 | Financials | 2.36% |
| 3 | Healthcare | 1.57% |
| 4 | Consumer Staples | 1.54% |
| 5 | Communication Services | 1.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Chipotle Mexican Grill
CMG
$45.3B
| – | – |
-4,700
|
|
||
152
Vanguard Information Technology ETF
VGT
$113B
| – | – |
-336
|
|