BWS
Broadway Wealth Solutions Portfolio holdings
AUM
$187M
1-Year Est. Return
15.18%
This Fund
S&P 500
1 Year Est. Return
+15.18%
AUM
$187M
AUM Growth
+$8.92M
(+5%)
Holding
101
Top Buys
| 1 | +$2.16M | |
| 2 | +$1.52M | |
| 3 | +$995K | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$958K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$583K |
Top Sells
| 1 | +$299K | |
| 2 | +$296K | |
| 3 | +$266K | |
| 4 |
Apple
AAPL
|
+$244K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$233K |
Sector Composition
| 1 | Technology | 8.22% |
| 2 | Consumer Discretionary | 2.65% |
| 3 | Financials | 2.34% |
| 4 | Industrials | 2.27% |
| 5 | Consumer Staples | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
| – | – |
-4,856
|
|