BMWS
Brady Martz Wealth Solutions Portfolio holdings
AUM
$587M
1-Year Est. Return
17.88%
This Fund
S&P 500
1 Year Est. Return
+17.88%
AUM
$587M
AUM Growth
+$18.9M
(+3.3%)
Holding
201
Top Buys
| 1 | +$3.44M | |
| 2 | +$2.55M | |
| 3 | +$2.35M | |
| 4 |
Apple
AAPL
|
+$2.09M |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$1.97M |
Top Sells
| 1 | +$5.84M | |
| 2 | +$3.79M | |
| 3 | +$3.12M | |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$2.92M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.82M |
Sector Composition
| 1 | Technology | 6.28% |
| 2 | Financials | 2.33% |
| 3 | Consumer Staples | 1.95% |
| 4 | Healthcare | 1.76% |
| 5 | Communication Services | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
United Parcel Service
UPS
$90.4B
| – | – |
-4,487
|
|