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
51
$302K 0.22%
3,859
-218
52
$299K 0.22%
588
-25
53
$295K 0.22%
481
+21
54
$295K 0.22%
2,419
-159
55
$294K 0.21%
1,262
-3
56
$293K 0.21%
6,459
-534
57
$292K 0.21%
4,453
-11
58
$288K 0.21%
2,921
-68
59
$287K 0.21%
1,746
+73
60
$287K 0.21%
612
+12
61
$286K 0.21%
780
+13
62
$281K 0.21%
500
63
$275K 0.2%
552
64
$272K 0.2%
870
-25
65
$270K 0.2%
1,144
-41
66
$269K 0.2%
493
-46
67
$267K 0.2%
1,953
-128
68
$261K 0.19%
3,679
+20
69
$257K 0.19%
1,460
+64
70
$254K 0.19%
662
+86
71
$250K 0.18%
929
72
$250K 0.18%
4,970
+290
73
$242K 0.18%
3,382
-490
74
$237K 0.17%
1,795
+4
75
$235K 0.17%
1,679
-25
1 2
3
4