BTWM
Brass Tax Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
12.08%
This Quarter Return
+7.58%
1 Year Return
+12.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$192M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.04%
Holding
111
New
111
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$23.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$20.6M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$14.3M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$13.5M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$9.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.6% |
| 2 | Consumer Staples | 4.31% |
| 3 | Healthcare | 2.17% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Communication Services | 0.8% |
