BMWS
Brady Martz Wealth Solutions Portfolio holdings
AUM
$517M
This Quarter Return
-0.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$415M
AUM Growth
–
Cap. Flow
+$415M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.79%
Holding
140
New
140
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$42.7M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$32.1M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$29.5M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$21M |
| 5 |
Schwab International Equity ETF
SCHF
|
$15.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.5% |
| 2 | Financials | 2.66% |
| 3 | Healthcare | 2.32% |
| 4 | Consumer Staples | 1.94% |
| 5 | Consumer Discretionary | 1.73% |
