BWM

Briggs Wealth Management Portfolio holdings

AUM $93M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$6.27M
3
+$5.88M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.16%
2 Communication Services 0.67%
3 Healthcare 0.64%
4 Industrials 0.59%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIE icon
26
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$120M
$454K 0.49%
+17,480
VUG icon
27
Vanguard Growth ETF
VUG
$199B
$379K 0.41%
+777
XLG icon
28
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$364K 0.39%
+6,134
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.79T
$363K 0.39%
+1,159
IAU icon
30
iShares Gold Trust
IAU
$82.8B
$344K 0.37%
+4,244
SCHB icon
31
Schwab US Broad Market ETF
SCHB
$39B
$315K 0.34%
+11,991
IDA icon
32
Idacorp
IDA
$7.7B
$312K 0.34%
+2,467
MMM icon
33
3M
MMM
$87.2B
$306K 0.33%
+1,914
LLY icon
34
Eli Lilly
LLY
$971B
$305K 0.33%
+284
IWV icon
35
iShares Russell 3000 ETF
IWV
$18.7B
$305K 0.33%
+788
JNJ icon
36
Johnson & Johnson
JNJ
$591B
$292K 0.31%
+1,410
GLDM icon
37
SPDR Gold MiniShares Trust
GLDM
$33.1B
$284K 0.31%
+3,328
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$105B
$272K 0.29%
+1,237
CIBR icon
39
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.54B
$270K 0.29%
+3,780
IJR icon
40
iShares Core S&P Small-Cap ETF
IJR
$96.4B
$269K 0.29%
+2,238
SCHD icon
41
Schwab US Dividend Equity ETF
SCHD
$84.6B
$266K 0.29%
+9,690
AMZN icon
42
Amazon
AMZN
$2.26T
$261K 0.28%
+1,129
VZ icon
43
Verizon
VZ
$208B
$259K 0.28%
+6,354
XLY icon
44
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
$256K 0.27%
+2,140
VTEB icon
45
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.9B
$248K 0.27%
+4,938
DE icon
46
Deere & Co
DE
$169B
$242K 0.26%
+519
IBDS icon
47
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$241K 0.26%
+9,937
TRV icon
48
Travelers Companies
TRV
$65.9B
$234K 0.25%
+807
IJH icon
49
iShares Core S&P Mid-Cap ETF
IJH
$112B
$231K 0.25%
+3,500
VOO icon
50
Vanguard S&P 500 ETF
VOO
$864B
$230K 0.25%
+367
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