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
$178M
AUM Growth
+$17.7M
(+11%)
Holding
102
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.78M | |
| 3 | +$1.71M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$937K |
| 5 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$603K |
Top Sells
| 1 | +$329K | |
| 2 | +$236K | |
| 3 | +$233K | |
| 4 |
USA Compression Partners
USAC
|
+$210K |
| 5 |
Qualcomm
QCOM
|
+$205K |
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Consumer Discretionary | 2.9% |
| 3 | Financials | 2.46% |
| 4 | Industrials | 2.45% |
| 5 | Consumer Staples | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
NextDecade
NEXT
$1.4B
| – | – |
-10,200
|
|
||
102
Comcast
CMCSA
$107B
| – | – |
-6,542
|
|