BWS

Broadway Wealth Solutions Portfolio holdings

AUM $161M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$5.13M
2 +$3.56M
3 +$3.37M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.74M
5
NBSM icon
Neuberger Berman Small-Mid Cap ETF
NBSM
+$1.71M

Top Sells

1 +$4.41M
2 +$2.86M
3 +$603K
4
HON icon
Honeywell
HON
+$307K
5
DIS icon
Walt Disney
DIS
+$288K

Sector Composition

1 Technology 8.8%
2 Consumer Discretionary 2.9%
3 Financials 2.73%
4 Industrials 2.34%
5 Consumer Staples 2.05%