BWS

Broadway Wealth Solutions Portfolio holdings

AUM $178M
1-Year Est. Return 12.34%
This Quarter Est. Return
1 Year Est. Return
+12.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.76M
3
+$1.75M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$541K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$456K

Top Sells

1
+$420K
2
+$340K
3
+$320K
4
MUSI icon
American Century Multisector Income ETF
MUSI
+$295K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$225K

Sector Composition

1 Technology 7.49%
2 Financials 3.07%
3 Consumer Discretionary 2.97%
4 Industrials 2.57%
5 Consumer Staples 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$471K 0.34%
2,762
-93
27
$467K 0.34%
2,814
-83
28
$466K 0.34%
12,616
+163
29
$443K 0.32%
7,179
-748
30
$431K 0.31%
1,228
-97
31
$418K 0.31%
4,764
+430
32
$409K 0.3%
2,444
-291
33
$400K 0.29%
694
-64
34
$390K 0.28%
6,612
35
$366K 0.27%
2,443
-35
36
$347K 0.25%
2,246
-95
37
$344K 0.25%
417
-54
38
$342K 0.25%
1,476
-87
39
$342K 0.25%
7,055
+708
40
$332K 0.24%
+4,554
41
$328K 0.24%
4,841
-55
42
$328K 0.24%
556
-25
43
$321K 0.23%
1,195
-22
44
$318K 0.23%
1,191
-215
45
$317K 0.23%
4,668
-211
46
$317K 0.23%
866
-134
47
$316K 0.23%
1,833
-184
48
$312K 0.23%
1,083
49
$309K 0.23%
67
-2
50
$307K 0.22%
770
-65
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