BWM
Briggs Wealth Management Portfolio holdings
AUM
$94.3M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$94.3M
AUM Growth
+$1.29M
(+1.4%)
Holding
61
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.12M | |
| 3 | +$1.11M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$527K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$438K |
Top Sells
| 1 | +$610K | |
| 2 | +$379K | |
| 3 | +$306K | |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$216K |
| 5 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$199K |
Sector Composition
| 1 | Technology | 1.84% |
| 2 | Communication Services | 0.65% |
| 3 | Healthcare | 0.64% |
| 4 | Financials | 0.47% |
| 5 | Utilities | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
| $233K | 0.25% |
2,140
|
|
||
52
Schwab International Equity ETF
SCHF
$66.3B
| $226K | 0.24% |
9,115
|
|
||
53
Vanguard S&P 500 ETF
VOO
$969B
| $219K | 0.23% |
367
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.04T
| $211K | 0.22% |
440
|
|
||
55
Schwab US Dividend Equity ETF
SCHD
$94.6B
| $206K | 0.22% |
6,708
-2,982
|
|
||
56
Vanguard S&P 500 Value ETF
VOOV
$6.45B
| $204K | 0.22% |
1,002
|
|
||
57
iShares Select U.S. REIT ETF
ICF
$2.1B
| $204K | 0.22% |
+3,296
|
|
||
58
Amazon
AMZN
$2.85T
| $202K | 0.21% |
969
-160
|
|
||
59
3M
MMM
$80.3B
| – | – |
-1,914
|
|
||
60
Vanguard Growth ETF
VUG
$227B
| – | – |
-4,662
|
|
||
|
61
State Street Real Estate Select Sector SPDR ETF
XLRE
$8B
| – | – |
-5,341
|
|