BMWM
Brown Miller Wealth Management Portfolio holdings
AUM
$353M
1-Year Est. Return
25.14%
1 Year Est. Return
+25.14%
AUM
$353M
AUM Growth
+$31M
(+9.6%)
Holding
208
Top Buys
| 1 | +$2.76M | |
| 2 | +$1.86M | |
| 3 | +$1.01M | |
| 4 |
Bitwise Bitcoin ETF
BITB
|
+$773K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$734K |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.76M | |
| 3 | +$1.58M | |
| 4 |
Novo Nordisk
NVO
|
+$943K |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$664K |
Sector Composition
| 1 | Technology | 38.07% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 7.24% |
| 4 | Consumer Discretionary | 5.81% |
| 5 | Industrials | 5.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.5T
| $51.7M | 14.66% |
277,307
-9,450
|
|
||
2
Apple
AAPL
$4.1T
| $28.6M | 8.1% |
112,209
-306
|
|
||
3
Microsoft
MSFT
$3.66T
| $21.2M | 6% |
40,845
+340
|
|
||
4
JPMorgan Chase
JPM
$818B
| $14.3M | 4.06% |
45,388
+299
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.83T
| $7.92M | 2.25% |
32,591
+71
|
|
||
6
Broadcom
AVGO
$1.92T
| $7.71M | 2.19% |
23,370
+215
|
|
||
7
Abbott
ABT
$211B
| $5.5M | 1.56% |
41,066
-1,103
|
|
||
8
Amazon
AMZN
$2.44T
| $5.27M | 1.49% |
24,018
+288
|
|
||
|
SPYM
9
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.7B
| $5.07M | 1.44% |
64,767
+3,254
|
|
||
10
Cisco
CSCO
$314B
| $5.03M | 1.43% |
73,486
+790
|
|
||
11
Capital Group International Focus Equity ETF
CGXU
$4.36B
| $4.99M | 1.42% |
168,552
+2,352
|
|
||
12
Lowe's Companies
LOW
$136B
| $4.79M | 1.36% |
19,053
+361
|
|
||
13
NextEra Energy
NEE
$166B
| $4.61M | 1.31% |
61,024
+1,845
|
|
||
14
Linde
LIN
$182B
| $4.45M | 1.26% |
9,376
+150
|
|
||
15
Chubb
CB
$119B
| $4.36M | 1.24% |
15,440
+256
|
|
||
16
Vanguard Total Stock Market ETF
VTI
$567B
| $4.3M | 1.22% |
13,116
+583
|
|
||
17
Walt Disney
DIS
$191B
| $4.08M | 1.16% |
35,602
-8
|
|
||
18
Starbucks
SBUX
$93.6B
| $4.04M | 1.14% |
47,720
+1,114
|
|
||
19
Visa
V
$630B
| $3.87M | 1.1% |
11,335
+251
|
|
||
20
RTX Corp
RTX
$231B
| $3.87M | 1.1% |
23,118
+70
|
|
||
21
Blackrock
BLK
$166B
| $3.73M | 1.06% |
3,202
-13
|
|
||
22
AbbVie
ABBV
$394B
| $3.66M | 1.04% |
15,793
-524
|
|
||
23
Procter & Gamble
PG
$326B
| $3.63M | 1.03% |
23,636
+831
|
|
||
24
UnitedHealth
UNH
$293B
| $3.51M | 0.99% |
10,153
+2,925
|
|
||
25
IBM
IBM
$290B
| $3.45M | 0.98% |
12,226
-178
|
|