BIG
Brookwood Investment Group Portfolio holdings
AUM
$620M
This Quarter Return
-3.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$582M
AUM Growth
–
Cap. Flow
+$582M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.5%
Holding
423
New
421
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$35.1M |
| 2 |
NVIDIA
NVDA
|
$29.6M |
| 3 |
Apple
AAPL
|
$24.4M |
| 4 |
Vanguard Growth ETF
VUG
|
$21.9M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
$21.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.03% |
| 2 | Communication Services | 5.04% |
| 3 | Consumer Discretionary | 4.08% |
| 4 | Financials | 3.99% |
| 5 | Healthcare | 3.14% |
