BCM

Brookmont Capital Management Portfolio holdings

AUM $174M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$1.23M
3 +$305K
4
AVGO icon
Broadcom
AVGO
+$218K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$210K

Top Sells

1 +$1.85M
2 +$1.67M
3 +$1.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$609K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$344K

Sector Composition

1 Consumer Discretionary 35.51%
2 Financials 13.46%
3 Healthcare 10.07%
4 Technology 9.09%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.11%
+747
52
-2,635
53
-13,825
54
-5,221