BWM
Briggs Wealth Management Portfolio holdings
AUM
$93M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$93M
AUM Growth
–
Holding
54
Top Buys
| 1 | +$45.1M | |
| 2 | +$6.27M | |
| 3 | +$5.88M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.07T
| $221K | 0.24% |
+440
|
|
||
52
Schwab International Equity ETF
SCHF
$62.8B
| $219K | 0.24% |
+9,115
|
|
||
53
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.62B
| $216K | 0.23% |
+5,341
|
|
||
54
Vanguard S&P 500 Value ETF
VOOV
$6.21B
| $205K | 0.22% |
+1,002
|
|